MassMutual Private Wealth & Trust’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

MassMutual Private Wealth & Trust’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
2020 Q2	–	Sell	-225	Closed	-$5K	–	750
2020 Q1	$5K	Hold	225	–	–	﹤0.01%	576
2019 Q4	$9K	Hold	225	–	–	﹤0.01%	630
2019 Q3	$8K	Hold	225	–	–	﹤0.01%	619
2019 Q2	$8K	Hold	225	–	–	﹤0.01%	597
2019 Q1	$8.13K	Hold	225	–	–	﹤0.01%	621
2018 Q4	$7.21K	Hold	225	–	–	﹤0.01%	612
2018 Q3	$8.96K	Hold	225	–	–	﹤0.01%	623
2018 Q2	$8.71K	Hold	225	–	–	﹤0.01%	631
2018 Q1	$8.04K	Hold	225	–	–	﹤0.01%	635
2017 Q4	$8.15K	Hold	225	–	–	﹤0.01%	626
2017 Q3	$7.87K	Hold	225	–	–	﹤0.01%	799
2017 Q2	$7.39K	Hold	225	–	–	﹤0.01%	778
2017 Q1	$7.25K	Hold	225	–	–	﹤0.01%	758
2016 Q4	$7.32K	Buy	+225	New	+$6.74K	﹤0.01%	501
2016 Q2	$5.92K	Hold	225	–	–	﹤0.01%	559
2016 Q1	$5.77K	Hold	225	–	–	﹤0.01%	615
2015 Q4	$5.68K	Buy	+225	New	+$5.86K	﹤0.01%	558
2015 Q2	–	Sell	-735	Closed	-$20.7K	–	757
2015 Q1	$20.7K	Buy	+735	New	+$20K	﹤0.01%	416

Other funds holding EES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's EES Position: Q2 2020 in Review

MassMutual Private Wealth & Trust sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2020, closing a stake of 225 shares — an estimated $5K sold.

MassMutual Private Wealth & Trust first reported a position in EES in Q1 2015 and held it in 18 quarters. The position peaked at $20.7K in Q1 2015. 107 funds tracked by Wall St. Rank hold EES as of Q2 2020.

MassMutual Private Wealth & Trust reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2020 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 225 WisdomTree US SmallCap Earnings Fund shares in Q2 2020, an estimated $5K.
MassMutual Private Wealth & Trust first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2015 and held it in 18 quarters.
MassMutual Private Wealth & Trust's WisdomTree US SmallCap Earnings Fund position peaked at $20.7K in Q1 2015.
107 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2020, filed 13 Aug 2020.