Kings Point Capital Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Kings Point Capital Management’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
2022 Q1	$46K	Hold	960	–	–	﹤0.01%	355
2021 Q4	$49K	Hold	960	–	–	﹤0.01%	388
2021 Q3	$46K	Hold	960	–	–	﹤0.01%	368
2021 Q2	$47K	Hold	960	–	–	﹤0.01%	352
2021 Q1	$45K	Hold	960	–	–	﹤0.01%	346
2020 Q4	$37K	Hold	960	–	–	﹤0.01%	349
2020 Q3	$29K	Hold	960	–	–	﹤0.01%	366
2020 Q2	$27K	Hold	960	–	–	﹤0.01%	340
2020 Q1	$21K	Sell	960 -1,095	-53%	-$35.3K	﹤0.01%	368
2019 Q4	$79K	Hold	2,055	–	–	0.01%	259
2019 Q3	$73K	Hold	2,055	–	–	0.01%	254
2019 Q2	$74K	Hold	2,055	–	–	0.01%	217
2019 Q1	$74K	Hold	2,055	–	–	0.01%	198
2018 Q4	$66K	Hold	2,055	–	–	0.01%	192
2018 Q3	$82K	Hold	2,055	–	–	0.02%	195
2018 Q2	$80K	Hold	2,055	–	–	0.02%	195
2018 Q1	$73K	Hold	2,055	–	–	0.01%	197
2017 Q4	$74K	Buy	2,055 +1,095	+114%	+$39K	0.02%	197
2017 Q3	$34K	Hold	960	–	–	0.01%	252
2017 Q2	$32K	Hold	960	–	–	0.01%	251
2017 Q1	$31K	Hold	960	–	–	0.01%	266
2016 Q4	$31K	Hold	960	–	–	0.01%	228
2016 Q3	$27K	Hold	960	–	–	0.01%	231
2016 Q2	$25K	Hold	960	–	–	0.01%	242
2016 Q1	$25K	Hold	960	–	–	0.01%	244
2015 Q4	$24K	Hold	960	–	–	0.01%	280
2015 Q3	$24K	Hold	960	–	–	0.01%	293
2015 Q2	$27K	Hold	960	–	–	0.01%	272
2015 Q1	$27K	Hold	960	–	–	0.01%	271
2014 Q4	$26K	Hold	960	–	–	0.01%	262
2014 Q3	$24K	Hold	960	–	–	0.01%	235
2014 Q2	$26K	Buy	+960	New	+$25.6K	0.01%	229

Other funds holding EES

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kings Point Capital Management's EES Position: Q1 2022 in Review

Kings Point Capital Management held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q1 2022 at 960 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Kings Point Capital Management first reported a position in EES in Q2 2014 and has held it in 32 quarters since. The position peaked at $82K in Q3 2018. 122 funds tracked by Wall St. Rank hold EES as of Q1 2022.

Kings Point Capital Management held 960 shares of WisdomTree US SmallCap Earnings Fund worth $46K as of Q1 2022.
Kings Point Capital Management left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q1 2022.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #355 holding.
Kings Point Capital Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2014 and has held it in 32 quarters since.
Kings Point Capital Management's WisdomTree US SmallCap Earnings Fund position peaked at $82K in Q3 2018.
122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.