MOS
EES icon

MGO One Seven’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

MGO One Seven’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
2019
Q1 		– Sell
-27
Closed – – 724
2018
Q4 		$0 Buy
+27
New +$963 ﹤0.01% 1828
2018
Q1 		$1K Hold
27
– – ﹤0.01% 1647
2017
Q4 		$1K Buy
+27
New +$962 ﹤0.01% 1626

Other funds holding EES

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MGO One Seven's EES Position: Q1 2019 in Review

MGO One Seven sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2019, closing a stake of 27 shares.

MGO One Seven first reported a position in EES in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 116 funds tracked by Wall St. Rank hold EES as of Q1 2019.

  • MGO One Seven reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 27 WisdomTree US SmallCap Earnings Fund shares in Q1 2019.
  • MGO One Seven first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's WisdomTree US SmallCap Earnings Fund position peaked at $1K in Q1 2018.
  • 116 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.