Pinnacle Summer Investments’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Pinnacle Summer Investments’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 Q4	$3K	Buy	+138	New	+$3.6K	﹤0.01%	660

Other funds holding EES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Summer Investments's EES Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q4 2015: 138 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings.

65 funds tracked by Wall St. Rank hold EES as of Q4 2015.

Pinnacle Summer Investments held 138 shares of WisdomTree US SmallCap Earnings Fund worth $3K as of Q4 2015.
WisdomTree US SmallCap Earnings Fund was a new Pinnacle Summer Investments position in Q4 2015.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #660 holding.
65 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.