GI
EES icon

Gradient Investments’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Gradient Investments’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
-75
Closed -$3.54K – 585
2024
Q2 		$3.54K Hold
75
– – ﹤0.01% 904
2024
Q1 		$3.77K Hold
75
– – ﹤0.01% 767
2023
Q4 		$3.75K Hold
75
– – ﹤0.01% 1063
2023
Q3 		$3.25K Sell
75
-72
-49% -$3.27K ﹤0.01% 1055
2023
Q2 		$6.57K Sell
147
-1,173
-89% -$50K ﹤0.01% 894
2023
Q1 		$57K Sell
1,320
-289,977
-100% -$13.1M ﹤0.01% 476
2022
Q4 		$12.4M Buy
291,297
+291,222
+388,296% +$12.6M 0.39% 92
2022
Q3 		$3K Hold
75
– – ﹤0.01% 1048
2022
Q2 		$3K Sell
75
-334,708
-100% -$14.9M ﹤0.01% 976
2022
Q1 		$16.1M Buy
334,783
+334,708
+446,277% +$16.3M 0.41% 55
2021
Q4 		$4K Hold
75
– – ﹤0.01% 964
2021
Q3 		$4K Hold
75
– – ﹤0.01% 910
2021
Q2 		$4K Sell
75
-1,286
-94% -$63.1K ﹤0.01% 903
2021
Q1 		$64K Buy
1,361
+1,286
+1,715% +$57.3K ﹤0.01% 428
2020
Q4 		$2K Hold
75
– – ﹤0.01% 945
2020
Q3 		$2K Hold
75
– – ﹤0.01% 950
2020
Q2 		$2K Hold
75
– – ﹤0.01% 871
2020
Q1 		$2K Hold
75
– – ﹤0.01% 904
2019
Q4 		$3K Hold
75
– – ﹤0.01% 884
2019
Q3 		$3K Hold
75
– – ﹤0.01% 863
2019
Q2 		$3K Hold
75
– – ﹤0.01% 824
2019
Q1 		$3K Hold
75
– – ﹤0.01% 698
2018
Q4 		$2K Hold
75
– – ﹤0.01% 813
2018
Q3 		$3K Hold
75
– – ﹤0.01% 790
2018
Q2 		$3K Hold
75
– – ﹤0.01% 764
2018
Q1 		$3K Sell
75
-1,068
-93% -$38.9K ﹤0.01% 768
2017
Q4 		$41K Buy
+1,143
New +$40.7K ﹤0.01% 373
2017
Q3 		– Sell
-270
Closed -$9K – 358
2017
Q2 		$9K Sell
270
-78
-22% -$2.52K ﹤0.01% 494
2017
Q1 		$11K Hold
348
– – ﹤0.01% 491
2016
Q4 		$11K Hold
348
– – ﹤0.01% 440
2016
Q3 		$10K Sell
348
-78
-18% -$2.16K ﹤0.01% 450
2016
Q2 		$11K Hold
426
– – ﹤0.01% 417
2016
Q1 		$11K Sell
426
-327
-43% -$7.72K ﹤0.01% 423
2015
Q4 		$19K Sell
753
-960
-56% -$25K ﹤0.01% 323
2015
Q3 		$42K Sell
1,713
-303
-15% -$8K 0.01% 244
2015
Q2 		$57K Sell
2,016
-732
-27% -$20.8K 0.01% 228
2015
Q1 		$77K Sell
2,748
-755,655
-100% -$20.6M 0.01% 204
2014
Q4 		$20.9M Buy
758,403
+71,730
+10% +$1.9M 3.44% 7
2014
Q3 		$17.4M Buy
686,673
+67,881
+11% +$1.81M 3.15% 10
2014
Q2 		$17M Buy
618,792
+71,088
+13% +$1.9M 3.34% 10
2014
Q1 		$14.9M Buy
547,704
+97,245
+22% +$2.59M 3.45% 8
2013
Q4 		$12.3M Buy
450,459
+78,222
+21% +$2.02M 3.26% 10
2013
Q3 		$9.18M Buy
372,237
+50,916
+16% +$1.22M 2.89% 11
2013
Q2 		$7.16M Buy
+321,321
New +$6.93M 2.69% 8

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

Gradient Investments's EES Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2024, closing a stake of 75 shares — an estimated $3.54K sold.

Gradient Investments first reported a position in EES in Q2 2013 and held it in 44 quarters. The position peaked at $20.9M in Q4 2014. 148 funds tracked by Wall St. Rank hold EES as of Q3 2024.

  • Gradient Investments reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 75 WisdomTree US SmallCap Earnings Fund shares in Q3 2024, an estimated $3.54K.
  • Gradient Investments first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and held it in 44 quarters.
  • Gradient Investments's WisdomTree US SmallCap Earnings Fund position peaked at $20.9M in Q4 2014.
  • 148 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.