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

Truvestments Capital’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
2023
Q1 		– Sell
-202
Closed -$8.6K – 743
2022
Q4 		$8.6K Buy
+202
New +$8.73K ﹤0.01% 479
2019
Q4 		– Sell
-882
Closed -$31K – 275
2019
Q3 		$31K Hold
882
– – 0.02% 340
2019
Q2 		$32K Sell
882
-153
-15% -$5.53K 0.02% 342
2019
Q1 		$37K Buy
+1,035
New +$37.3K 0.03% 321
2018
Q3 		$200K Buy
+5,018
New +$201K 0.1% 179

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Truvestments Capital's EES Position: Q1 2023 in Review

Truvestments Capital sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2023, closing a stake of 202 shares — an estimated $8.6K sold.

Truvestments Capital first reported a position in EES in Q3 2018 and held it in 5 quarters. The position peaked at $200K in Q3 2018. 118 funds tracked by Wall St. Rank hold EES as of Q1 2023.

  • Truvestments Capital reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2023 after selling out during the quarter.
  • Truvestments Capital sold 202 WisdomTree US SmallCap Earnings Fund shares in Q1 2023, an estimated $8.6K.
  • Truvestments Capital first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2018 and held it in 5 quarters.
  • Truvestments Capital's WisdomTree US SmallCap Earnings Fund position peaked at $200K in Q3 2018.
  • 118 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2023.

Based on Truvestments Capital's 13F filing for Q1 2023, filed 12 May 2023.