Level Four Advisory Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Level Four Advisory Services’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 Q3	–	Sell	-4,979	Closed	-$246K	–	512
2021 Q2	$246K	Buy	+4,979	New	+$244K	0.02%	585

Other funds holding EES

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

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

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

RJFSA

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

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

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

Level Four Advisory Services's EES Position: Q3 2021 in Review

Level Four Advisory Services sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2021, closing a stake of 4,979 shares — an estimated $246K sold.

Level Four Advisory Services first reported a position in EES in Q2 2021 and held it in 1 quarter. The position peaked at $246K in Q2 2021. 111 funds tracked by Wall St. Rank hold EES as of Q3 2021.

Level Four Advisory Services reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 4,979 WisdomTree US SmallCap Earnings Fund shares in Q3 2021, an estimated $246K.
Level Four Advisory Services first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2021 and held it in 1 quarter.
Level Four Advisory Services's WisdomTree US SmallCap Earnings Fund position peaked at $246K in Q2 2021.
111 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.