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Signature Estate & Investment Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Signature Estate & Investment Advisors’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
2018
Q4 		– Sell
-15,573
Closed -$620K – 180
2018
Q3 		$620K Sell
15,573
-2,610
-14% -$104K 0.06% 98
2018
Q2 		$704K Buy
+18,183
New +$683K 0.07% 100

Other funds holding EES

Morgan Stanley
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
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
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Signature Estate & Investment Advisors's EES Position: Q4 2018 in Review

Signature Estate & Investment Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2018, closing a stake of 15,573 shares — an estimated $620K sold.

Signature Estate & Investment Advisors first reported a position in EES in Q2 2018 and held it in 2 quarters. The position peaked at $704K in Q2 2018. 109 funds tracked by Wall St. Rank hold EES as of Q4 2018.

  • Signature Estate & Investment Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2018 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 15,573 WisdomTree US SmallCap Earnings Fund shares in Q4 2018, an estimated $620K.
  • Signature Estate & Investment Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $704K in Q2 2018.
  • 109 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.