KA
EES icon

Klingman & Associates’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Klingman & Associates’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 		– Sell
-4,050
Closed -$208K – 207
2021
Q4 		$208K Buy
+4,050
New +$206K 0.02% 175
2021
Q3 		– Sell
-4,050
Closed -$200K – 174
2021
Q2 		$200K Buy
+4,050
New +$199K 0.02% 160

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Klingman & Associates's EES Position: Q1 2022 in Review

Klingman & Associates sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2022, closing a stake of 4,050 shares — an estimated $208K sold.

Klingman & Associates first reported a position in EES in Q2 2021 and held it in 2 quarters. The position peaked at $208K in Q4 2021. 122 funds tracked by Wall St. Rank hold EES as of Q1 2022.

  • Klingman & Associates reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2022 after selling out during the quarter.
  • Klingman & Associates sold 4,050 WisdomTree US SmallCap Earnings Fund shares in Q1 2022, an estimated $208K.
  • Klingman & Associates first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2021 and held it in 2 quarters.
  • Klingman & Associates's WisdomTree US SmallCap Earnings Fund position peaked at $208K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2022.

Based on Klingman & Associates's 13F filing for Q1 2022, filed 6 May 2022.