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Founders Capital Management (Texas)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Founders Capital Management (Texas)’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
2023
Q2 		– Sell
-126
Closed -$5K – 398
2023
Q1 		$5K Buy
+126
New +$5.71K ﹤0.01% 350

Other funds holding EES

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Founders Capital Management (Texas)'s EES Position: Q2 2023 in Review

Founders Capital Management (Texas) sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2023, closing a stake of 126 shares — an estimated $5K sold.

Founders Capital Management (Texas) first reported a position in EES in Q1 2023 and held it in 1 quarter. The position peaked at $5K in Q1 2023. 116 funds tracked by Wall St. Rank hold EES as of Q2 2023.

  • Founders Capital Management (Texas) reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 126 WisdomTree US SmallCap Earnings Fund shares in Q2 2023, an estimated $5K.
  • Founders Capital Management (Texas) first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2023 and held it in 1 quarter.
  • Founders Capital Management (Texas)'s WisdomTree US SmallCap Earnings Fund position peaked at $5K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2023, filed 7 Jul 2023.