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Managed Account Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Managed Account 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
2015
Q2 		$186K Buy
6,579
+468
+8% +$13.3K ﹤0.01% 2499
2015
Q1 		$172K Buy
+6,111
New +$166K ﹤0.01% 2467

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Managed Account Advisors's EES Position: Q2 2015 in Review

Managed Account Advisors increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 7.7% in Q2 2015, buying an estimated $13.3K and bringing the position to 6,579 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Managed Account Advisors first reported a position in EES in Q1 2015 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold EES as of Q2 2015.

  • Managed Account Advisors held 6,579 shares of WisdomTree US SmallCap Earnings Fund worth $186K as of Q2 2015.
  • Managed Account Advisors bought 468 WisdomTree US SmallCap Earnings Fund shares in Q2 2015, an estimated $13.3K.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2499 holding.
  • Managed Account Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2015 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.