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Mariner Independent Advisor Network’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Mariner Independent Advisor Network’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
Q3 		– Sell
-15,249
Closed -$641K – 566
2022
Q2 		$641K Sell
15,249
-860
-5% -$38.3K 0.03% 439
2022
Q1 		$775K Buy
16,109
+54
+0.3% +$2.62K 0.03% 397
2021
Q4 		$834K Sell
16,055
-199
-1% -$10.1K 0.04% 348
2021
Q3 		$786K Sell
16,254
-1,797
-10% -$86.9K 0.04% 357
2021
Q2 		$892K Sell
18,051
-1,436
-7% -$70.5K 0.04% 352
2021
Q1 		$923K Sell
19,487
-725
-4% -$32.3K 0.05% 312
2020
Q4 		$787K Buy
20,212
+67
+0.3% +$2.35K 0.04% 316
2020
Q3 		$602K Sell
20,145
-752
-4% -$22.7K 0.05% 254
2020
Q2 		$582K Sell
20,897
-119
-0.6% -$3.1K 0.05% 253
2020
Q1 		$439K Sell
21,016
-222
-1% -$7.16K 0.04% 291
2019
Q4 		$817K Sell
21,238
-1,252
-6% -$46.2K 0.06% 265
2019
Q3 		$786K Buy
22,490
+138
+0.6% +$4.82K 0.06% 268
2019
Q2 		$802K Buy
22,352
+2,906
+15% +$105K 0.06% 261
2019
Q1 		$712K Sell
19,446
-219
-1% -$7.9K 0.06% 264
2018
Q4 		$685K Sell
19,665
-36,318
-65% -$1.3M 0.06% 265
2018
Q3 		$2.23M Buy
+55,983
New +$2.24M 0.28% 82
2018
Q2 		– Sell
-43,130
Closed -$1.54M – 188
2018
Q1 		$1.54M Buy
43,130
+2,356
+6% +$85.8K 0.09% 172
2017
Q4 		$1.5M Buy
+40,774
New +$1.45M 0.16% 143

Other funds holding EES

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Independent Advisor Network's EES Position: Q3 2022 in Review

Mariner Independent Advisor Network sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2022, closing a stake of 15,249 shares — an estimated $641K sold.

Mariner Independent Advisor Network first reported a position in EES in Q4 2017 and held it in 18 quarters. The position peaked at $2.23M in Q3 2018. 116 funds tracked by Wall St. Rank hold EES as of Q3 2022.

  • Mariner Independent Advisor Network reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2022 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 15,249 WisdomTree US SmallCap Earnings Fund shares in Q3 2022, an estimated $641K.
  • Mariner Independent Advisor Network first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2017 and held it in 18 quarters.
  • Mariner Independent Advisor Network's WisdomTree US SmallCap Earnings Fund position peaked at $2.23M in Q3 2018.
  • 116 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.