Ground Swell Capital’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Ground Swell Capital’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
2014 Q3	$101K	Buy	+3,969	New	+$106K	0.19%	96

Other funds holding EES

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ground Swell Capital's EES Position: Q3 2014 in Review

Ground Swell Capital opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q3 2014: 3,969 shares worth $101K. The stake represents 0.19% of the portfolio and ranks #96 among its holdings.

59 funds tracked by Wall St. Rank hold EES as of Q3 2014.

Ground Swell Capital held 3,969 shares of WisdomTree US SmallCap Earnings Fund worth $101K as of Q3 2014.
WisdomTree US SmallCap Earnings Fund was a new Ground Swell Capital position in Q3 2014.
WisdomTree US SmallCap Earnings Fund made up 0.19% of Ground Swell Capital's portfolio in Q3 2014, its #96 holding.
59 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.