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

KHP Capital’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
Q3 		$7K Buy
+184
New +$7.36K ﹤0.01% 160

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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KHP Capital's EES Position: Q3 2018 in Review

KHP Capital opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q3 2018: 184 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #160 among its holdings.

103 funds tracked by Wall St. Rank hold EES as of Q3 2018.

  • KHP Capital held 184 shares of WisdomTree US SmallCap Earnings Fund worth $7K as of Q3 2018.
  • WisdomTree US SmallCap Earnings Fund was a new KHP Capital position in Q3 2018.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of KHP Capital's portfolio in Q3 2018, its #160 holding.
  • 103 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.