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

Sequoia 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 Q3	–	Sell	-6,930	Closed	-$241K	–	60
2019 Q2	$241K	Sell	6,930 -972	-12%	-$35.1K	0.23%	48
2019 Q1	$285K	Sell	7,902 -5,009	-39%	-$181K	0.23%	59
2018 Q4	$414K	Buy	12,911 +4,508	+54%	+$161K	0.41%	40
2018 Q3	$336K	Buy	8,403 +1,495	+22%	+$59.8K	0.29%	45
2018 Q2	$270K	Buy	+6,908	New	+$260K	0.29%	48

Other funds holding EES

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

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

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

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Sequoia Wealth Management's EES Position: Q3 2019 in Review

Sequoia Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2019, closing a stake of 6,930 shares — an estimated $241K sold.

Sequoia Wealth Management first reported a position in EES in Q2 2018 and held it in 5 quarters. The position peaked at $414K in Q4 2018. 122 funds tracked by Wall St. Rank hold EES as of Q3 2019.

Sequoia Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 6,930 WisdomTree US SmallCap Earnings Fund shares in Q3 2019, an estimated $241K.
Sequoia Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and held it in 5 quarters.
Sequoia Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $414K in Q4 2018.
122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.