Financial Partners Capital Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Financial Partners Capital 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
2018 Q4	$591K	Buy	18,440 +4,185	+29%	+$149K	0.19%	56
2018 Q3	$568K	Buy	14,255 +1,860	+15%	+$74.4K	0.16%	55
2018 Q2	$480K	Buy	+12,395	New	+$466K	0.15%	56

Other funds holding EES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

3AM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Financial Partners Capital Management's EES Position: Q4 2018 in Review

Financial Partners Capital Management increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 29% in Q4 2018, buying an estimated $149K and bringing the position to 18,440 shares worth $591K. The position accounts for 0.19% of the portfolio, ranked #56.

Financial Partners Capital Management first reported a position in EES in Q2 2018 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold EES as of Q4 2018.

Financial Partners Capital Management held 18,440 shares of WisdomTree US SmallCap Earnings Fund worth $591K as of Q4 2018.
Financial Partners Capital Management bought 4,185 WisdomTree US SmallCap Earnings Fund shares in Q4 2018, an estimated $149K.
WisdomTree US SmallCap Earnings Fund made up 0.19% of Financial Partners Capital Management's portfolio in Q4 2018, its #56 holding.
Financial Partners Capital Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and has held it in 3 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2018.

Based on Financial Partners Capital Management's 13F filing for Q4 2018, filed 19 Feb 2019.