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Kowal Investment Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-1,538
Closed -$74K – 350
2021
Q3 		$74K Buy
+1,538
New +$74.4K 0.02% 191

Other funds holding EES

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kowal Investment Group's EES Position: Q4 2021 in Review

Kowal Investment Group sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2021, closing a stake of 1,538 shares — an estimated $74K sold.

Kowal Investment Group first reported a position in EES in Q3 2021 and held it in 1 quarter. The position peaked at $74K in Q3 2021. 126 funds tracked by Wall St. Rank hold EES as of Q4 2021.

  • Kowal Investment Group reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1,538 WisdomTree US SmallCap Earnings Fund shares in Q4 2021, an estimated $74K.
  • Kowal Investment Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's WisdomTree US SmallCap Earnings Fund position peaked at $74K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.