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Evercore Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Evercore Wealth Management’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,497
Closed -$260K – 428
2021
Q1 		$260K Buy
+5,497
New +$245K 0.01% 386

Other funds holding EES

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evercore Wealth Management's EES Position: Q2 2021 in Review

Evercore Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2021, closing a stake of 5,497 shares — an estimated $260K sold.

Evercore Wealth Management first reported a position in EES in Q1 2021 and held it in 1 quarter. The position peaked at $260K in Q1 2021. 114 funds tracked by Wall St. Rank hold EES as of Q2 2021.

  • Evercore Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 5,497 WisdomTree US SmallCap Earnings Fund shares in Q2 2021, an estimated $260K.
  • Evercore Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2021 and held it in 1 quarter.
  • Evercore Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $260K in Q1 2021.
  • 114 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2021.

Based on Evercore Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.