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Stonebridge Capital Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Stonebridge Capital 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
2022
Q2 		– Sell
-36
Closed -$2K – 943
2022
Q1 		$2K Buy
+36
New +$1.75K ﹤0.01% 893
2020
Q3 		– Sell
-30
Closed -$1K – 332
2020
Q2 		$1K Buy
+30
New +$781 ﹤0.01% 710

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KSWA
Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stonebridge Capital Advisors's EES Position: Q2 2022 in Review

Stonebridge Capital Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2022, closing a stake of 36 shares — an estimated $2K sold.

Stonebridge Capital Advisors first reported a position in EES in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 117 funds tracked by Wall St. Rank hold EES as of Q2 2022.

  • Stonebridge Capital Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 36 WisdomTree US SmallCap Earnings Fund shares in Q2 2022, an estimated $2K.
  • Stonebridge Capital Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2020 and held it in 2 quarters.
  • Stonebridge Capital Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $2K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.