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Parisi Gray Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Parisi Gray Wealth Management’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
2018
Q1 		– Sell
-165
Closed -$6K – 618
2017
Q4 		$6K Buy
+165
New +$5.88K ﹤0.01% 515

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3AM
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SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parisi Gray Wealth Management's EES Position: Q1 2018 in Review

Parisi Gray Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2018, closing a stake of 165 shares — an estimated $6K sold.

Parisi Gray Wealth Management first reported a position in EES in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 84 funds tracked by Wall St. Rank hold EES as of Q1 2018.

  • Parisi Gray Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 165 WisdomTree US SmallCap Earnings Fund shares in Q1 2018, an estimated $6K.
  • Parisi Gray Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2017 and held it in 1 quarter.
  • Parisi Gray Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $6K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.