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Gladstone Institutional Advisory’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Gladstone Institutional Advisory’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
2019
Q1 		– Sell
-6,420
Closed -$206K – 214
2018
Q4 		$206K Buy
+6,420
New +$229K 0.12% 160

Other funds holding EES

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Gladstone Institutional Advisory's EES Position: Q1 2019 in Review

Gladstone Institutional Advisory sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2019, closing a stake of 6,420 shares — an estimated $206K sold.

Gladstone Institutional Advisory first reported a position in EES in Q4 2018 and held it in 1 quarter. The position peaked at $206K in Q4 2018. 116 funds tracked by Wall St. Rank hold EES as of Q1 2019.

  • Gladstone Institutional Advisory reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2019 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 6,420 WisdomTree US SmallCap Earnings Fund shares in Q1 2019, an estimated $206K.
  • Gladstone Institutional Advisory first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and held it in 1 quarter.
  • Gladstone Institutional Advisory's WisdomTree US SmallCap Earnings Fund position peaked at $206K in Q4 2018.
  • 116 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2019.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2019, filed 10 May 2019.