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Raab & Moskowitz Asset Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Raab & Moskowitz Asset 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
2015
Q1 		– Sell
-882
Closed -$24K – 184
2014
Q4 		$24K Buy
+882
New +$23.4K 0.01% 256

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Raab & Moskowitz Asset Management's EES Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2015, closing a stake of 882 shares — an estimated $24K sold.

Raab & Moskowitz Asset Management first reported a position in EES in Q4 2014 and held it in 1 quarter. The position peaked at $24K in Q4 2014. 62 funds tracked by Wall St. Rank hold EES as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 882 WisdomTree US SmallCap Earnings Fund shares in Q1 2015, an estimated $24K.
  • Raab & Moskowitz Asset Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's WisdomTree US SmallCap Earnings Fund position peaked at $24K in Q4 2014.
  • 62 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.