InterOcean Capital Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

InterOcean Capital Group’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
2024 Q1	$303K	Buy	+6,055	New	+$291K	0.01%	388

Other funds holding EES

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

InterOcean Capital Group's EES Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q1 2024: 6,055 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #388 among its holdings.

145 funds tracked by Wall St. Rank hold EES as of Q1 2024.

InterOcean Capital Group held 6,055 shares of WisdomTree US SmallCap Earnings Fund worth $303K as of Q1 2024.
WisdomTree US SmallCap Earnings Fund was a new InterOcean Capital Group position in Q1 2024.
WisdomTree US SmallCap Earnings Fund made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #388 holding.
145 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.