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National Planning Corporation’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-291
Closed -$7.69K – 1014
2014
Q4 		$7.69K Buy
+291
New +$7.72K ﹤0.01% 2151

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3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

National Planning Corporation's EES Position: Q1 2015 in Review

National Planning Corporation sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2015, closing a stake of 291 shares — an estimated $7.69K sold.

National Planning Corporation first reported a position in EES in Q4 2014 and held it in 1 quarter. The position peaked at $7.69K in Q4 2014. 62 funds tracked by Wall St. Rank hold EES as of Q1 2015.

  • National Planning Corporation reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 291 WisdomTree US SmallCap Earnings Fund shares in Q1 2015, an estimated $7.69K.
  • National Planning Corporation first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's WisdomTree US SmallCap Earnings Fund position peaked at $7.69K in Q4 2014.
  • 62 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.