MUFG Americas’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

MUFG Americas’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 Q3	–	Sell	-150	Closed	-$5K	–	756
2019 Q2	$5K	Hold	150	–	–	﹤0.01%	729
2019 Q1	$5K	Hold	150	–	–	﹤0.01%	840
2018 Q4	$5K	Hold	150	–	–	﹤0.01%	669
2018 Q3	$6K	Hold	150	–	–	﹤0.01%	693
2018 Q2	$6K	Hold	150	–	–	﹤0.01%	818
2018 Q1	$5K	Hold	150	–	–	﹤0.01%	824
2017 Q4	$5K	Sell	150 -150	-50%	-$5.34K	﹤0.01%	898
2017 Q3	$10K	Buy	+300	New	+$9.82K	﹤0.01%	868

Other funds holding EES

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MUFG Americas's EES Position: Q3 2019 in Review

MUFG Americas sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2019, closing a stake of 150 shares — an estimated $5K sold.

MUFG Americas first reported a position in EES in Q3 2017 and held it in 8 quarters. The position peaked at $10K in Q3 2017. 122 funds tracked by Wall St. Rank hold EES as of Q3 2019.

MUFG Americas reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2019 after selling out during the quarter.
MUFG Americas sold 150 WisdomTree US SmallCap Earnings Fund shares in Q3 2019, an estimated $5K.
MUFG Americas first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2017 and held it in 8 quarters.
MUFG Americas's WisdomTree US SmallCap Earnings Fund position peaked at $10K in Q3 2017.
122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2019.

Based on MUFG Americas's 13F filing for Q3 2019, filed 6 Nov 2019.