SignatureFD’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

SignatureFD’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 Q1	–	Sell	-250	Closed	-$10.6K	–	3311
2022 Q4	$10.6K	Hold	250	–	–	﹤0.01%	2118
2022 Q3	$10K	Buy	+250	New	+$10.9K	﹤0.01%	2077
2021 Q3	–	Sell	-676	Closed	-$33K	–	3078
2021 Q2	$33K	Hold	676	–	–	﹤0.01%	1480
2021 Q1	$32K	Hold	676	–	–	﹤0.01%	1369
2020 Q4	$26K	Hold	676	–	–	﹤0.01%	1350
2020 Q3	$20K	Hold	676	–	–	﹤0.01%	1366
2020 Q2	$19K	Sell	676 -366	-35%	-$9.53K	﹤0.01%	1343
2020 Q1	$23K	Buy	1,042 +198	+23%	+$6.38K	﹤0.01%	1178
2019 Q4	$32K	Buy	844 +56	+7%	+$2.07K	﹤0.01%	1123
2019 Q3	$28K	Buy	788 +3	+0.4%	+$105	﹤0.01%	1115
2019 Q2	$28K	Buy	+785	New	+$28.4K	﹤0.01%	1098

Other funds holding EES

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

SignatureFD's EES Position: Q1 2023 in Review

SignatureFD sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2023, closing a stake of 250 shares — an estimated $10.6K sold.

SignatureFD first reported a position in EES in Q2 2019 and held it in 11 quarters. The position peaked at $33K in Q2 2021. 118 funds tracked by Wall St. Rank hold EES as of Q1 2023.

SignatureFD reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2023 after selling out during the quarter.
SignatureFD sold 250 WisdomTree US SmallCap Earnings Fund shares in Q1 2023, an estimated $10.6K.
SignatureFD first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2019 and held it in 11 quarters.
SignatureFD's WisdomTree US SmallCap Earnings Fund position peaked at $33K in Q2 2021.
118 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2023.

Based on SignatureFD's 13F filing for Q1 2023, filed 28 Apr 2023.