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SeaCrest Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

SeaCrest Wealth 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
2019
Q2 		– Sell
-117
Closed -$4K – 870
2019
Q1 		$4K Hold
117
– – ﹤0.01% 1768
2018
Q4 		$4K Buy
+117
New +$4.17K ﹤0.01% 1749

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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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
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ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SeaCrest Wealth Management's EES Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2019, closing a stake of 117 shares — an estimated $4K sold.

SeaCrest Wealth Management first reported a position in EES in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 122 funds tracked by Wall St. Rank hold EES as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 117 WisdomTree US SmallCap Earnings Fund shares in Q2 2019, an estimated $4K.
  • SeaCrest Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and held it in 2 quarters.
  • SeaCrest Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $4K in Q1 2019.
  • 122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.