EWA
EES icon

EverSource Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

EverSource Wealth Advisors’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
2023
Q3 		– Sell
-50
Closed -$2.24K – 2548
2023
Q2 		$2.24K Buy
+50
New +$2.13K ﹤0.01% 1993

Other funds holding EES

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

EverSource Wealth Advisors's EES Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2023, closing a stake of 50 shares — an estimated $2.24K sold.

EverSource Wealth Advisors first reported a position in EES in Q2 2023 and held it in 1 quarter. The position peaked at $2.24K in Q2 2023. 125 funds tracked by Wall St. Rank hold EES as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 50 WisdomTree US SmallCap Earnings Fund shares in Q3 2023, an estimated $2.24K.
  • EverSource Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2023 and held it in 1 quarter.
  • EverSource Wealth Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $2.24K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.