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LBMC Investment Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

LBMC Investment Advisors’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
2017
Q3 		– Sell
-22,428
Closed -$737K – 81
2017
Q2 		$737K Buy
22,428
+60
+0.3% +$1.94K 0.13% 36
2017
Q1 		$720K Buy
22,368
+60
+0.3% +$1.93K 0.13% 40
2016
Q4 		$726K Sell
22,308
-9,087
-29% -$272K 0.14% 38
2016
Q3 		$889K Hold
31,395
– – 0.17% 34
2016
Q2 		$827K Sell
31,395
-720
-2% -$18.7K 0.17% 31
2016
Q1 		$824K Buy
32,115
+60
+0.2% +$1.42K 0.17% 30
2015
Q4 		$810K Buy
32,055
+135
+0.4% +$3.52K 0.17% 28
2015
Q3 		$782K Buy
31,920
+99
+0.3% +$2.61K 0.18% 29
2015
Q2 		$898K Buy
31,821
+78
+0.2% +$2.22K 0.19% 26
2015
Q1 		$894K Hold
31,743
– – 0.2% 26
2014
Q4 		$875K Hold
31,743
– – 0.2% 25
2014
Q3 		$805K Hold
31,743
– – 0.2% 25
2014
Q2 		$874K Buy
31,743
+9,558
+43% +$255K 0.24% 26
2014
Q1 		$603K Hold
22,185
– – 0.15% 30
2013
Q4 		$604K Buy
22,185
+840
+4% +$21.7K 0.16% 28
2013
Q3 		$526K Hold
21,345
– – 0.16% 32
2013
Q2 		$475K Buy
+21,345
New +$460K 0.16% 31

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

LBMC Investment Advisors's EES Position: Q3 2017 in Review

LBMC Investment Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2017, closing a stake of 22,428 shares — an estimated $737K sold.

LBMC Investment Advisors first reported a position in EES in Q2 2013 and held it in 17 quarters. The position peaked at $898K in Q2 2015. 67 funds tracked by Wall St. Rank hold EES as of Q3 2017.

  • LBMC Investment Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2017 after selling out during the quarter.
  • LBMC Investment Advisors sold 22,428 WisdomTree US SmallCap Earnings Fund shares in Q3 2017, an estimated $737K.
  • LBMC Investment Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and held it in 17 quarters.
  • LBMC Investment Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $898K in Q2 2015.
  • 67 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2017.

Based on LBMC Investment Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.