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

FDx 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
2017
Q1 		– Sell
-14,169
Closed -$461K – 1143
2016
Q4 		$461K Buy
+14,169
New +$424K 0.01% 804
2015
Q4 		– Sell
-17,430
Closed -$427K – 875
2015
Q3 		$427K Sell
17,430
-522
-3% -$13.8K 0.04% 508
2015
Q2 		$507K Sell
17,952
-348
-2% -$9.9K 0.03% 573
2015
Q1 		$514K Buy
+18,300
New +$498K 0.01% 928
2014
Q4 		– Sell
-11,784
Closed -$299K – 905
2014
Q3 		$299K Buy
+11,784
New +$315K 0.02% 785

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FDx Advisors's EES Position: Q1 2017 in Review

FDx Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2017, closing a stake of 14,169 shares — an estimated $461K sold.

FDx Advisors first reported a position in EES in Q3 2014 and held it in 5 quarters. The position peaked at $514K in Q1 2015. 72 funds tracked by Wall St. Rank hold EES as of Q1 2017.

  • FDx Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2017 after selling out during the quarter.
  • FDx Advisors sold 14,169 WisdomTree US SmallCap Earnings Fund shares in Q1 2017, an estimated $461K.
  • FDx Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2014 and held it in 5 quarters.
  • FDx Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $514K in Q1 2015.
  • 72 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2017.

Based on FDx Advisors's 13F filing for Q1 2017, filed 15 May 2017.