Hartford Financial Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Hartford Financial 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
2020 Q2	–	Sell	-69	Closed	-$2K	–	343
2020 Q1	$2K	Hold	69	–	–	﹤0.01%	324
2019 Q4	$3K	Hold	69	–	–	﹤0.01%	326
2019 Q3	$2K	Hold	69	–	–	﹤0.01%	343
2019 Q2	$2K	Hold	69	–	–	﹤0.01%	345
2019 Q1	$2K	Hold	69	–	–	﹤0.01%	348
2018 Q4	$2K	Hold	69	–	–	﹤0.01%	375
2018 Q3	$3K	Hold	69	–	–	﹤0.01%	379
2018 Q2	$3K	Buy	+69	New	+$2.59K	﹤0.01%	368
2017 Q4	–	Sell	-69	Closed	-$2K	–	352
2017 Q3	$2K	Buy	+69	New	+$2.26K	﹤0.01%	359

Other funds holding EES

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Hartford Financial Management's EES Position: Q2 2020 in Review

Hartford Financial Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2020, closing a stake of 69 shares — an estimated $2K sold.

Hartford Financial Management first reported a position in EES in Q3 2017 and held it in 9 quarters. The position peaked at $3K in Q4 2019. 107 funds tracked by Wall St. Rank hold EES as of Q2 2020.

Hartford Financial Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2020 after selling out during the quarter.
Hartford Financial Management sold 69 WisdomTree US SmallCap Earnings Fund shares in Q2 2020, an estimated $2K.
Hartford Financial Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2017 and held it in 9 quarters.
Hartford Financial Management's WisdomTree US SmallCap Earnings Fund position peaked at $3K in Q4 2019.
107 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2020.

Based on Hartford Financial Management's 13F filing for Q2 2020, filed 23 Jul 2020.