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Michael Gelband’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Michael Gelband’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
2021
Q3 		– Sell
-1,973
Closed -$97K – 2241
2021
Q2 		$97K Buy
+1,973
New +$96.8K ﹤0.01% 2147

Other funds holding EES

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Michael Gelband's EES Position: Q3 2021 in Review

Michael Gelband sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2021, closing a stake of 1,973 shares — an estimated $97K sold.

Michael Gelband first reported a position in EES in Q2 2021 and held it in 1 quarter. The position peaked at $97K in Q2 2021. 111 funds tracked by Wall St. Rank hold EES as of Q3 2021.

  • Michael Gelband reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2021 after selling out during the quarter.
  • Michael Gelband sold 1,973 WisdomTree US SmallCap Earnings Fund shares in Q3 2021, an estimated $97K.
  • Michael Gelband first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2021 and held it in 1 quarter.
  • Michael Gelband's WisdomTree US SmallCap Earnings Fund position peaked at $97K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2021.

Based on ExodusPoint Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.