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 New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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.