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Safeguard Investment Advisory Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-928
Closed -$36K – 245
2020
Q4 		$36K Buy
+928
New +$32.5K 0.03% 233

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Safeguard Investment Advisory Group's EES Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2021, closing a stake of 928 shares — an estimated $36K sold.

Safeguard Investment Advisory Group first reported a position in EES in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 111 funds tracked by Wall St. Rank hold EES as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 928 WisdomTree US SmallCap Earnings Fund shares in Q1 2021, an estimated $36K.
  • Safeguard Investment Advisory Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's WisdomTree US SmallCap Earnings Fund position peaked at $36K in Q4 2020.
  • 111 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.