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

Sheets Smith 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
2023
Q4 		– Sell
-54
Closed -$2.34K – 378
2023
Q3 		$2.34K Buy
+54
New +$2.46K ﹤0.01% 476

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Sheets Smith Wealth Management's EES Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2023, closing a stake of 54 shares — an estimated $2.34K sold.

Sheets Smith Wealth Management first reported a position in EES in Q3 2023 and held it in 1 quarter. The position peaked at $2.34K in Q3 2023. 135 funds tracked by Wall St. Rank hold EES as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 54 WisdomTree US SmallCap Earnings Fund shares in Q4 2023, an estimated $2.34K.
  • Sheets Smith Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $2.34K in Q3 2023.
  • 135 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.