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Lowe Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Lowe Wealth 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
2019
Q2 		– Sell
-15
Closed – – 295
2019
Q1 		$0 Hold
15
– – ﹤0.01% 270
2018
Q4 		$0 Hold
15
– – ﹤0.01% 267
2018
Q3 		$1K Hold
15
– – ﹤0.01% 268
2018
Q2 		$1K Hold
15
– – ﹤0.01% 219
2018
Q1 		$1K Hold
15
– – ﹤0.01% 224
2017
Q4 		$1K Buy
+15
New +$534 ﹤0.01% 229

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

Lowe Wealth Advisors's EES Position: Q2 2019 in Review

Lowe Wealth Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2019, closing a stake of 15 shares.

Lowe Wealth Advisors first reported a position in EES in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q3 2018. 122 funds tracked by Wall St. Rank hold EES as of Q2 2019.

  • Lowe Wealth Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2019 after selling out during the quarter.
  • Lowe Wealth Advisors sold 15 WisdomTree US SmallCap Earnings Fund shares in Q2 2019.
  • Lowe Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2017 and held it in 6 quarters.
  • Lowe Wealth Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $1K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2019.

Based on Lowe Wealth Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.