Gupta Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Gupta Wealth Management’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
2016 Q1	$12K	Hold	450	–	–	﹤0.01%	823
2015 Q4	$11K	Hold	450	–	–	﹤0.01%	852
2015 Q3	$11K	Sell	450 -210	-32%	-$5.54K	﹤0.01%	882
2015 Q2	$19K	Hold	660	–	–	﹤0.01%	747
2015 Q1	$19K	Buy	+660	New	+$18K	0.01%	614

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's EES Position: Q1 2016 in Review

Gupta Wealth Management held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q1 2016 at 450 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Gupta Wealth Management first reported a position in EES in Q1 2015 and has held it in 5 quarters since. The position peaked at $19K in Q2 2015. 63 funds tracked by Wall St. Rank hold EES as of Q1 2016.

Gupta Wealth Management held 450 shares of WisdomTree US SmallCap Earnings Fund worth $12K as of Q1 2016.
Gupta Wealth Management left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q1 2016.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #823 holding.
Gupta Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $19K in Q2 2015.
63 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.