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Moisand Fitzgerald Tamayo’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Moisand Fitzgerald Tamayo’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
2024
Q3 		– Sell
-48
Closed -$2.26K – 630
2024
Q2 		$2.26K Buy
+48
New +$2.3K ﹤0.01% 488

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EES Position: Q3 2024 in Review

Moisand Fitzgerald Tamayo sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2024, closing a stake of 48 shares — an estimated $2.26K sold.

Moisand Fitzgerald Tamayo first reported a position in EES in Q2 2024 and held it in 1 quarter. The position peaked at $2.26K in Q2 2024. 148 funds tracked by Wall St. Rank hold EES as of Q3 2024.

  • Moisand Fitzgerald Tamayo reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 48 WisdomTree US SmallCap Earnings Fund shares in Q3 2024, an estimated $2.26K.
  • Moisand Fitzgerald Tamayo first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2024 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's WisdomTree US SmallCap Earnings Fund position peaked at $2.26K in Q2 2024.
  • 148 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2024, filed 9 Oct 2024.