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

LWM 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
2022 Q4	–	Sell	-9,806	Closed	-$384K	–	98
2022 Q3	$384K	Buy	9,806 +2,151	+28%	+$93.7K	0.43%	72
2022 Q2	$315K	Buy	7,655 +6	+0.1%	+$267	0.38%	78
2022 Q1	$367K	Buy	7,649 +312	+4%	+$15.2K	0.46%	69
2021 Q4	$377K	Buy	+7,337	New	+$374K	0.47%	65

Other funds holding EES

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

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

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

LWM Advisory Services's EES Position: Q4 2022 in Review

LWM Advisory Services sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2022, closing a stake of 9,806 shares — an estimated $384K sold.

LWM Advisory Services first reported a position in EES in Q4 2021 and held it in 4 quarters. The position peaked at $384K in Q3 2022. 126 funds tracked by Wall St. Rank hold EES as of Q4 2022.

LWM Advisory Services reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 9,806 WisdomTree US SmallCap Earnings Fund shares in Q4 2022, an estimated $384K.
LWM Advisory Services first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's WisdomTree US SmallCap Earnings Fund position peaked at $384K in Q3 2022.
126 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.