Manulife (Manufacturers Life Insurance)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Manulife (Manufacturers Life Insurance)’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
2018 Q3	–	Sell	-241	Closed	-$9K	–	3173
2018 Q2	$9K	Buy	241 +1	+0.4%	+$38	﹤0.01%	3912
2018 Q1	$9K	Sell	240 -401	-63%	-$14.6K	﹤0.01%	3943
2017 Q4	$23K	Buy	641 +2	+0.3%	+$71	﹤0.01%	3756
2017 Q3	$22K	Buy	639 +1	+0.2%	+$33	﹤0.01%	3667
2017 Q2	$21K	Buy	+638	New	+$20.6K	﹤0.01%	3670
2017 Q1	–	Sell	-633	Closed	-$7K	–	4232
2016 Q4	$7K	Hold	633	–	–	﹤0.01%	3849
2016 Q3	$18K	Hold	633	–	–	﹤0.01%	3576
2016 Q2	$17K	Buy	633 +3	+0.5%	+$78	﹤0.01%	3541
2016 Q1	$16K	Buy	+630	New	+$14.9K	﹤0.01%	3536

Other funds holding EES

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s EES Position: Q3 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2018, closing a stake of 241 shares — an estimated $9K sold.

Manulife (Manufacturers Life Insurance) first reported a position in EES in Q1 2016 and held it in 9 quarters. The position peaked at $23K in Q4 2017. 103 funds tracked by Wall St. Rank hold EES as of Q3 2018.

Manulife (Manufacturers Life Insurance) reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2018 after selling out during the quarter.
Manulife (Manufacturers Life Insurance) sold 241 WisdomTree US SmallCap Earnings Fund shares in Q3 2018, an estimated $9K.
Manulife (Manufacturers Life Insurance) first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2016 and held it in 9 quarters.
Manulife (Manufacturers Life Insurance)'s WisdomTree US SmallCap Earnings Fund position peaked at $23K in Q4 2017.
103 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q3 2018, filed 14 Nov 2018.