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HL Financial Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

HL Financial Services’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
2018
Q4 		– Sell
-5,400
Closed -$215K – 730
2018
Q3 		$215K Buy
+5,400
New +$216K ﹤0.01% 711

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HL Financial Services's EES Position: Q4 2018 in Review

HL Financial Services sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2018, closing a stake of 5,400 shares — an estimated $215K sold.

HL Financial Services first reported a position in EES in Q3 2018 and held it in 1 quarter. The position peaked at $215K in Q3 2018. 109 funds tracked by Wall St. Rank hold EES as of Q4 2018.

  • HL Financial Services reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2018 after selling out during the quarter.
  • HL Financial Services sold 5,400 WisdomTree US SmallCap Earnings Fund shares in Q4 2018, an estimated $215K.
  • HL Financial Services first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2018 and held it in 1 quarter.
  • HL Financial Services's WisdomTree US SmallCap Earnings Fund position peaked at $215K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2018.

Based on HL Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.