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Heck Capital Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Heck Capital Advisors’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
Q1 		– Sell
-120,943
Closed -$4.65M – 104
2019
Q4 		$4.65M Buy
120,943
+9,732
+9% +$359K 1.12% 20
2019
Q3 		$3.96M Buy
+111,211
New +$3.88M 1.22% 22

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Heck Capital Advisors's EES Position: Q1 2020 in Review

Heck Capital Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2020, closing a stake of 120,943 shares — an estimated $4.65M sold.

Heck Capital Advisors first reported a position in EES in Q3 2019 and held it in 2 quarters. The position peaked at $4.65M in Q4 2019. 112 funds tracked by Wall St. Rank hold EES as of Q1 2020.

  • Heck Capital Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2020 after selling out during the quarter.
  • Heck Capital Advisors sold 120,943 WisdomTree US SmallCap Earnings Fund shares in Q1 2020, an estimated $4.65M.
  • Heck Capital Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2019 and held it in 2 quarters.
  • Heck Capital Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $4.65M in Q4 2019.
  • 112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2020.

Based on Heck Capital Advisors's 13F filing for Q1 2020, filed 19 May 2025.