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SII Investments’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

SII Investments’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
Q1 		– Sell
-16,797
Closed -$609K – 77
2017
Q4 		$609K Buy
+16,797
New +$598K 0.06% 222

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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 $786B AUM 40.34% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SII Investments's EES Position: Q1 2018 in Review

SII Investments sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2018, closing a stake of 16,797 shares — an estimated $609K sold.

SII Investments first reported a position in EES in Q4 2017 and held it in 1 quarter. The position peaked at $609K in Q4 2017. 84 funds tracked by Wall St. Rank hold EES as of Q1 2018.

  • SII Investments reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 16,797 WisdomTree US SmallCap Earnings Fund shares in Q1 2018, an estimated $609K.
  • SII Investments first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2017 and held it in 1 quarter.
  • SII Investments's WisdomTree US SmallCap Earnings Fund position peaked at $609K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.