FTUS
EES icon

Flow Traders U.S.’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Flow Traders U.S.’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
2024
Q3 		– Sell
-6,441
Closed -$304K – 938
2024
Q2 		$304K Buy
+6,441
New +$308K 0.02% 672
2023
Q4 		– Sell
-12,444
Closed -$538K – 880
2023
Q3 		$538K Buy
+12,444
New +$566K 0.03% 459
2023
Q2 		– Sell
-112,610
Closed -$4.87M – 922
2023
Q1 		$4.87M Buy
+112,610
New +$5.1M 0.2% 77
2022
Q4 		– Sell
-32,097
Closed -$1.26M – 904
2022
Q3 		$1.26M Buy
+32,097
New +$1.4M 0.07% 269
2021
Q4 		– Sell
-9,566
Closed -$462K – 817
2021
Q3 		$462K Buy
9,566
+3,709
+63% +$179K 0.02% 723
2021
Q2 		$289K Buy
+5,857
New +$287K 0.01% 749
2021
Q1 		– Sell
-13,218
Closed -$514K – 833
2020
Q4 		$514K Buy
13,218
+4,402
+50% +$154K 0.04% 388
2020
Q3 		$263K Buy
+8,816
New +$266K 0.02% 441
2019
Q4 		– Sell
-32,182
Closed -$1.15M – 299
2019
Q3 		$1.15M Buy
+32,182
New +$1.12M 0.08% 152

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Flow Traders U.S.'s EES Position: Q3 2024 in Review

Flow Traders U.S. sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2024, closing a stake of 6,441 shares — an estimated $304K sold.

Flow Traders U.S. first reported a position in EES in Q3 2019 and held it in 9 quarters. The position peaked at $4.87M in Q1 2023. 148 funds tracked by Wall St. Rank hold EES as of Q3 2024.

  • Flow Traders U.S. reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2024 after selling out during the quarter.
  • Flow Traders U.S. sold 6,441 WisdomTree US SmallCap Earnings Fund shares in Q3 2024, an estimated $304K.
  • Flow Traders U.S. first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2019 and held it in 9 quarters.
  • Flow Traders U.S.'s WisdomTree US SmallCap Earnings Fund position peaked at $4.87M in Q1 2023.
  • 148 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2024.

Based on Flow Traders U.S.'s 13F filing for Q3 2024, filed 14 Nov 2024.