Psagot Value Holdings’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Psagot Value Holdings’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 Q2	–	Sell	-8,169	Closed	-$182K	–	379
2020 Q1	$182K	Hold	8,169	–	–	0.01%	226
2019 Q4	$314K	Hold	8,169	–	–	0.01%	247
2019 Q3	$291K	Hold	8,169	–	–	0.01%	224
2019 Q2	$293K	Hold	8,169	–	–	0.01%	243
2019 Q1	$295K	Hold	8,169	–	–	0.01%	239
2018 Q4	$262K	Sell	8,169 -424	-5%	-$15.1K	0.01%	241
2018 Q3	$342K	Sell	8,593 -7,000	-45%	-$280K	0.02%	193
2018 Q2	$603K	Buy	15,593 +424	+3%	+$15.9K	0.03%	169
2018 Q1	$542K	Sell	15,169 -767	-5%	-$27.9K	0.02%	189
2017 Q4	$577K	Hold	15,936	–	–	0.03%	172
2017 Q3	$557K	Sell	15,936 -1,272	-7%	-$41.6K	0.02%	184
2017 Q2	$565K	Hold	17,208	–	–	0.02%	175
2017 Q1	$554K	Buy	+17,208	New	+$554K	0.02%	178

Other funds holding EES

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Psagot Value Holdings's EES Position: Q2 2020 in Review

Psagot Value Holdings sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2020, closing a stake of 8,169 shares — an estimated $182K sold.

Psagot Value Holdings first reported a position in EES in Q1 2017 and held it in 13 quarters. The position peaked at $603K in Q2 2018. 107 funds tracked by Wall St. Rank hold EES as of Q2 2020.

Psagot Value Holdings reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2020 after selling out during the quarter.
Psagot Value Holdings sold 8,169 WisdomTree US SmallCap Earnings Fund shares in Q2 2020, an estimated $182K.
Psagot Value Holdings first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2017 and held it in 13 quarters.
Psagot Value Holdings's WisdomTree US SmallCap Earnings Fund position peaked at $603K in Q2 2018.
107 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2020.

Based on Psagot Value Holdings's 13F filing for Q2 2020, filed 29 Jul 2020.