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SkyOak Wealth’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

SkyOak Wealth’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
2020
Q1 		– Sell
-9,941
Closed -$382K – 240
2019
Q4 		$382K Buy
+9,941
New +$367K 0.12% 203

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SkyOak Wealth's EES Position: Q1 2020 in Review

SkyOak Wealth sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2020, closing a stake of 9,941 shares — an estimated $382K sold.

SkyOak Wealth first reported a position in EES in Q4 2019 and held it in 1 quarter. The position peaked at $382K in Q4 2019. 112 funds tracked by Wall St. Rank hold EES as of Q1 2020.

  • SkyOak Wealth reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2020 after selling out during the quarter.
  • SkyOak Wealth sold 9,941 WisdomTree US SmallCap Earnings Fund shares in Q1 2020, an estimated $382K.
  • SkyOak Wealth first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and held it in 1 quarter.
  • SkyOak Wealth's WisdomTree US SmallCap Earnings Fund position peaked at $382K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.