Legacy Financial Group (Iowa)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Legacy Financial Group (Iowa)’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
2023 Q4	–	Sell	-2,578	Closed	-$112K	–	164
2023 Q3	$112K	Buy	+2,578	New	+$117K	0.03%	123
2021 Q4	–	Sell	-11,889	Closed	-$575K	–	40
2021 Q3	$575K	Sell	11,889 -3,420	-22%	-$165K	0.17%	48
2021 Q2	$756K	Sell	15,309 -7,960	-34%	-$391K	0.23%	47
2021 Q1	$1.1M	Sell	23,269 -29,522	-56%	-$1.32M	0.38%	37
2020 Q4	$2.06M	Buy	+52,791	New	+$1.85M	0.79%	30

Other funds holding EES

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Legacy Financial Group (Iowa)'s EES Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2023, closing a stake of 2,578 shares — an estimated $112K sold.

Legacy Financial Group (Iowa) first reported a position in EES in Q4 2020 and held it in 5 quarters. The position peaked at $2.06M in Q4 2020. 135 funds tracked by Wall St. Rank hold EES as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 2,578 WisdomTree US SmallCap Earnings Fund shares in Q4 2023, an estimated $112K.
Legacy Financial Group (Iowa) first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2020 and held it in 5 quarters.
Legacy Financial Group (Iowa)'s WisdomTree US SmallCap Earnings Fund position peaked at $2.06M in Q4 2020.
135 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.