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Strategic Blueprint’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-504
Closed -$25K – 636
2021
Q2 		$25K Buy
+504
New +$24.7K ﹤0.01% 768

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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Blueprint's EES Position: Q3 2021 in Review

Strategic Blueprint sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2021, closing a stake of 504 shares — an estimated $25K sold.

Strategic Blueprint first reported a position in EES in Q2 2021 and held it in 1 quarter. The position peaked at $25K in Q2 2021. 111 funds tracked by Wall St. Rank hold EES as of Q3 2021.

  • Strategic Blueprint reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 504 WisdomTree US SmallCap Earnings Fund shares in Q3 2021, an estimated $25K.
  • Strategic Blueprint first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's WisdomTree US SmallCap Earnings Fund position peaked at $25K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.