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Orion Portfolio Solutions’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-950
Closed -$27K – 865
2020
Q2 		$27K Buy
+950
New +$24.7K ﹤0.01% 863

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Orion Portfolio Solutions's EES Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2020, closing a stake of 950 shares — an estimated $27K sold.

Orion Portfolio Solutions first reported a position in EES in Q2 2020 and held it in 1 quarter. The position peaked at $27K in Q2 2020. 97 funds tracked by Wall St. Rank hold EES as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 950 WisdomTree US SmallCap Earnings Fund shares in Q3 2020, an estimated $27K.
  • Orion Portfolio Solutions first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's WisdomTree US SmallCap Earnings Fund position peaked at $27K in Q2 2020.
  • 97 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.