Ranch Capital Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-60	Closed	-$3K	–	272
2021 Q3	$3K	Buy	+60	New	+$2.9K	﹤0.01%	583
2021 Q2	–	Sell	-59	Closed	-$2.9K	–	809
2021 Q1	$2K	Hold	59	–	–	﹤0.01%	800
2020 Q4	$2K	Hold	59	–	–	﹤0.01%	804
2020 Q3	$1K	Buy	59 +1	+2%	+$30	﹤0.01%	826
2020 Q2	$1K	Sell	58 -82	-59%	-$2.13K	﹤0.01%	861
2020 Q1	$3K	Sell	140 -219	-61%	-$7.06K	﹤0.01%	755
2019 Q4	$14K	Buy	+359	New	+$13.3K	0.01%	605

Other funds holding EES

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

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

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

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

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

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

RJFSA

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

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

Ranch Capital Advisors's EES Position: Q4 2021 in Review

Ranch Capital Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2021, closing a stake of 60 shares — an estimated $3K sold.

Ranch Capital Advisors first reported a position in EES in Q4 2019 and held it in 7 quarters. The position peaked at $14K in Q4 2019. 126 funds tracked by Wall St. Rank hold EES as of Q4 2021.

Ranch Capital Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 60 WisdomTree US SmallCap Earnings Fund shares in Q4 2021, an estimated $3K.
Ranch Capital Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $14K in Q4 2019.
126 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.