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Signet Financial Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Signet Financial 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
2022
Q1 		– Sell
-200
Closed -$10K – 539
2021
Q4 		$10K Buy
+200
New +$10.2K ﹤0.01% 1039
2018
Q4 		– Sell
-1,947
Closed -$78K – 398
2018
Q3 		$78K Buy
1,947
+1,580
+431% +$63.2K 0.01% 341
2018
Q2 		$14K Buy
+367
New +$13.8K ﹤0.01% 583

Other funds holding EES

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signet Financial Management's EES Position: Q1 2022 in Review

Signet Financial Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2022, closing a stake of 200 shares — an estimated $10K sold.

Signet Financial Management first reported a position in EES in Q2 2018 and held it in 3 quarters. The position peaked at $78K in Q3 2018. 122 funds tracked by Wall St. Rank hold EES as of Q1 2022.

  • Signet Financial Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 200 WisdomTree US SmallCap Earnings Fund shares in Q1 2022, an estimated $10K.
  • Signet Financial Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and held it in 3 quarters.
  • Signet Financial Management's WisdomTree US SmallCap Earnings Fund position peaked at $78K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.