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IAG Wealth Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

IAG Wealth Partners’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
2023
Q1 		– Sell
-505
Closed -$21.5K – 461
2022
Q4 		$21.5K Hold
505
– – 0.01% 208
2022
Q3 		$20K Hold
505
– – 0.01% 202
2022
Q2 		$21K Hold
505
– – 0.01% 198
2022
Q1 		$24K Hold
505
– – 0.01% 202
2021
Q4 		$26K Buy
+505
New +$25.7K 0.01% 189

Other funds holding EES

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

IAG Wealth Partners's EES Position: Q1 2023 in Review

IAG Wealth Partners sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2023, closing a stake of 505 shares — an estimated $21.5K sold.

IAG Wealth Partners first reported a position in EES in Q4 2021 and held it in 5 quarters. The position peaked at $26K in Q4 2021. 118 funds tracked by Wall St. Rank hold EES as of Q1 2023.

  • IAG Wealth Partners reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 505 WisdomTree US SmallCap Earnings Fund shares in Q1 2023, an estimated $21.5K.
  • IAG Wealth Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and held it in 5 quarters.
  • IAG Wealth Partners's WisdomTree US SmallCap Earnings Fund position peaked at $26K in Q4 2021.
  • 118 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.