Financial Engines Advisors
EES icon

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

Financial Engines 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
2018
Q4 		– Sell
-46
Closed -$2K – 124
2018
Q3 		$2K Buy
+46
New +$1.84K ﹤0.01% 143

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Financial Engines Advisors's EES Position: Q4 2018 in Review

Financial Engines Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2018, closing a stake of 46 shares — an estimated $2K sold.

Financial Engines Advisors first reported a position in EES in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 109 funds tracked by Wall St. Rank hold EES as of Q4 2018.

  • Financial Engines Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 46 WisdomTree US SmallCap Earnings Fund shares in Q4 2018, an estimated $2K.
  • Financial Engines Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2018 and held it in 1 quarter.
  • Financial Engines Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $2K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2018.

Based on Financial Engines Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.