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Retirement Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Retirement Group’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
Q4 		– Sell
-358
Closed -$11K – 670
2020
Q3 		$11K Sell
358
-149
-29% -$4.49K 0.01% 402
2020
Q2 		$14K Buy
+507
New +$13.2K 0.01% 349
2019
Q4 		$19K Buy
+502
New +$18.5K 0.01% 330

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Retirement Group's EES Position: Q4 2020 in Review

Retirement Group sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2020, closing a stake of 358 shares — an estimated $11K sold.

Retirement Group first reported a position in EES in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q4 2019. 112 funds tracked by Wall St. Rank hold EES as of Q4 2020.

  • Retirement Group reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2020 after selling out during the quarter.
  • Retirement Group sold 358 WisdomTree US SmallCap Earnings Fund shares in Q4 2020, an estimated $11K.
  • Retirement Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and held it in 3 quarters.
  • Retirement Group's WisdomTree US SmallCap Earnings Fund position peaked at $19K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2020.

Based on Retirement Group's 13F filing for Q4 2020, filed 22 Feb 2021.