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Perennial Investment Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Perennial Investment Advisors’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
Q1 		– Sell
-13,773
Closed -$530K – 124
2019
Q4 		$530K Buy
+13,773
New +$509K 0.42% 57

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Perennial Investment Advisors's EES Position: Q1 2020 in Review

Perennial Investment Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2020, closing a stake of 13,773 shares — an estimated $530K sold.

Perennial Investment Advisors first reported a position in EES in Q4 2019 and held it in 1 quarter. The position peaked at $530K in Q4 2019. 112 funds tracked by Wall St. Rank hold EES as of Q1 2020.

  • Perennial Investment Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2020 after selling out during the quarter.
  • Perennial Investment Advisors sold 13,773 WisdomTree US SmallCap Earnings Fund shares in Q1 2020, an estimated $530K.
  • Perennial Investment Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and held it in 1 quarter.
  • Perennial Investment Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $530K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2020.

Based on Perennial Investment Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.