GWSG
EES icon

GPS Wealth Strategies Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-64
Closed -$2.77K – 1264
2023
Q3 		$2.77K Buy
+64
New +$2.91K ﹤0.01% 1077

Other funds holding EES

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

GPS Wealth Strategies Group's EES Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2023, closing a stake of 64 shares — an estimated $2.77K sold.

GPS Wealth Strategies Group first reported a position in EES in Q3 2023 and held it in 1 quarter. The position peaked at $2.77K in Q3 2023. 135 funds tracked by Wall St. Rank hold EES as of Q4 2023.

  • GPS Wealth Strategies Group reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 64 WisdomTree US SmallCap Earnings Fund shares in Q4 2023, an estimated $2.77K.
  • GPS Wealth Strategies Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and held it in 1 quarter.
  • GPS Wealth Strategies Group's WisdomTree US SmallCap Earnings Fund position peaked at $2.77K in Q3 2023.
  • 135 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.