UCFA
EES icon

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

United Capital Financial 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
2020
Q4 		– Sell
-38,356
Closed -$1.15M – 1199
2020
Q3 		$1.15M Sell
38,356
-973
-2% -$29.3K 0.01% 622
2020
Q2 		$1.12M Sell
39,329
-815
-2% -$21.2K 0.01% 632
2020
Q1 		$896K Buy
40,144
+8,475
+27% +$273K 0.01% 659
2019
Q4 		$1.22M Sell
31,669
-21
-0.1% -$776 0.01% 712
2019
Q3 		$1.13M Buy
31,690
+179
+0.6% +$6.25K 0.01% 710
2019
Q2 		$1.13M Buy
31,511
+365
+1% +$13.2K 0.01% 773
2019
Q1 		$1.13M Sell
31,146
-4,282
-12% -$154K 0.01% 745
2018
Q4 		$1.14M Sell
35,428
-1,952
-5% -$69.6K 0.01% 681
2018
Q3 		$1.49M Sell
37,380
-1,190
-3% -$47.6K 0.01% 671
2018
Q2 		$1.49M Sell
38,570
-289
-0.7% -$10.9K 0.01% 658
2018
Q1 		$1.39M Sell
38,859
-1,212
-3% -$44.1K 0.01% 687
2017
Q4 		$1.45M Sell
40,071
-238
-0.6% -$8.48K 0.01% 686
2017
Q3 		$1.41M Sell
40,309
-12,088
-23% -$396K 0.01% 677
2017
Q2 		$1.72M Sell
52,397
-6
-0% -$194 0.02% 621
2017
Q1 		$1.69M Sell
52,403
-949
-2% -$30.6K 0.02% 606
2016
Q4 		$579K Sell
53,352
-96
-0.2% -$2.88K 0.01% 897
2016
Q3 		$1.51M Sell
53,448
-258
-0.5% -$7.15K 0.01% 663
2016
Q2 		$1.41M Sell
53,706
-84
-0.2% -$2.19K 0.01% 639
2016
Q1 		$1.38M Sell
53,790
-3,186
-6% -$75.3K 0.02% 621
2015
Q4 		$1.44M Sell
56,976
-2,766
-5% -$72.1K 0.02% 609
2015
Q3 		$1.46M Sell
59,742
-11,568
-16% -$305K 0.02% 592
2015
Q2 		$2.01M Sell
71,310
-1,533
-2% -$43.6K 0.02% 566
2015
Q1 		$2.04M Sell
72,843
-5,268
-7% -$143K 0.02% 548
2014
Q4 		$2.15M Buy
78,111
+6,711
+9% +$178K 0.03% 450
2014
Q3 		$1.81M Sell
71,400
-1,599
-2% -$42.7K 0.03% 459
2014
Q2 		$2.01M Buy
72,999
+39
+0.1% +$1.04K 0.04% 414
2014
Q1 		$1.98M Buy
72,960
+59,679
+449% +$1.59M 0.04% 356
2013
Q4 		$361K Sell
13,281
-345
-3% -$8.93K 0.01% 492
2013
Q3 		$336K Buy
+13,626
New +$326K 0.01% 533

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Capital Financial Advisors's EES Position: Q4 2020 in Review

United Capital Financial Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2020, closing a stake of 38,356 shares — an estimated $1.15M sold.

United Capital Financial Advisors first reported a position in EES in Q3 2013 and held it in 29 quarters. The position peaked at $2.15M in Q4 2014. 112 funds tracked by Wall St. Rank hold EES as of Q4 2020.

  • United Capital Financial Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 38,356 WisdomTree US SmallCap Earnings Fund shares in Q4 2020, an estimated $1.15M.
  • United Capital Financial Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2013 and held it in 29 quarters.
  • United Capital Financial Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $2.15M in Q4 2014.
  • 112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.