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Surevest’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Surevest’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
-76,930
Closed -$2.96M – 110
2019
Q4 		$2.96M Buy
76,930
+4,431
+6% +$164K 1.26% 14
2019
Q3 		$2.58M Buy
72,499
+5,845
+9% +$204K 1.27% 15
2019
Q2 		$2.39M Buy
66,654
+610
+0.9% +$22K 1.24% 17
2019
Q1 		$2.38M Buy
66,044
+19,304
+41% +$696K 1.47% 25
2018
Q4 		$1.5M Buy
+46,740
New +$1.67M 1.18% 30

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $71.6B AUM 21.08% 1-Year Est. Return

Surevest's EES Position: Q1 2020 in Review

Surevest sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2020, closing a stake of 76,930 shares — an estimated $2.96M sold.

Surevest first reported a position in EES in Q4 2018 and held it in 5 quarters. The position peaked at $2.96M in Q4 2019. 112 funds tracked by Wall St. Rank hold EES as of Q1 2020.

  • Surevest reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2020 after selling out during the quarter.
  • Surevest sold 76,930 WisdomTree US SmallCap Earnings Fund shares in Q1 2020, an estimated $2.96M.
  • Surevest first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and held it in 5 quarters.
  • Surevest's WisdomTree US SmallCap Earnings Fund position peaked at $2.96M in Q4 2019.
  • 112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.