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KWMG LLC’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

KWMG LLC’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
2019
Q2 		– Sell
-402
Closed -$15K – 206
2019
Q1 		$15K Hold
402
– – ﹤0.01% 249
2018
Q4 		$13K Hold
402
– – ﹤0.01% 256
2018
Q3 		$16K Hold
402
– – ﹤0.01% 244
2018
Q2 		$16K Buy
+402
New +$15.1K ﹤0.01% 237

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
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
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
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWMG LLC's EES Position: Q2 2019 in Review

KWMG LLC sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2019, closing a stake of 402 shares — an estimated $15K sold.

KWMG LLC first reported a position in EES in Q2 2018 and held it in 4 quarters. The position peaked at $16K in Q3 2018. 122 funds tracked by Wall St. Rank hold EES as of Q2 2019.

  • KWMG LLC reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2019 after selling out during the quarter.
  • KWMG LLC sold 402 WisdomTree US SmallCap Earnings Fund shares in Q2 2019, an estimated $15K.
  • KWMG LLC first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and held it in 4 quarters.
  • KWMG LLC's WisdomTree US SmallCap Earnings Fund position peaked at $16K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.