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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-38,356	Closed	-$1.15M	–	1190
2020 Q3	$1.15M	Sell	38,356 -973	-2%	-$29.1K	0.01%	620
2020 Q2	$1.12M	Sell	39,329 -815	-2%	-$23.1K	0.01%	628
2020 Q1	$896K	Buy	40,144 +8,475	+27%	+$189K	0.01%	656
2019 Q4	$1.22M	Sell	31,669 -21	-0.1%	-$808	0.01%	708
2019 Q3	$1.13M	Buy	31,690 +179	+0.6%	+$6.37K	0.01%	706
2019 Q2	$1.13M	Buy	31,511 +365	+1%	+$13.1K	0.01%	767
2019 Q1	$1.13M	Sell	31,146 -4,282	-12%	-$155K	0.01%	740
2018 Q4	$1.14M	Sell	35,428 -1,952	-5%	-$62.5K	0.01%	681
2018 Q3	$1.49M	Sell	37,380 -1,190	-3%	-$47.4K	0.01%	671
2018 Q2	$1.49M	Sell	38,570 -289	-0.7%	-$11.2K	0.01%	658
2018 Q1	$1.39M	Sell	38,859 -1,212	-3%	-$43.3K	0.01%	687
2017 Q4	$1.45M	Sell	40,071 -238	-0.6%	-$8.62K	0.01%	686
2017 Q3	$1.41M	Sell	40,309 -12,088	-23%	-$423K	0.01%	677
2017 Q2	$1.72M	Sell	52,397 -6	-0%	-$197	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%	-$1.04K	0.01%	897
2016 Q3	$1.51M	Sell	53,448 -258	-0.5%	-$7.3K	0.01%	663
2016 Q2	$1.41M	Sell	53,706 -84	-0.2%	-$2.21K	0.01%	639
2016 Q1	$1.38M	Sell	53,790 -3,186	-6%	-$81.7K	0.02%	621
2015 Q4	$1.44M	Sell	56,976 -2,766	-5%	-$69.9K	0.02%	609
2015 Q3	$1.46M	Sell	59,742 -11,568	-16%	-$283K	0.02%	592
2015 Q2	$2.01M	Sell	71,310 -1,533	-2%	-$43.3K	0.02%	566
2015 Q1	$2.04M	Sell	72,843 -5,268	-7%	-$148K	0.02%	548
2014 Q4	$2.15M	Buy	78,111 +6,711	+9%	+$185K	0.03%	450
2014 Q3	$1.81M	Sell	71,400 -1,599	-2%	-$40.5K	0.03%	459
2014 Q2	$2.01M	Buy	72,999 +39	+0.1%	+$1.07K	0.04%	414
2014 Q1	$1.98M	Buy	72,960 +59,679	+449%	+$1.62M	0.04%	356
2013 Q4	$361K	Sell	13,281 -345	-3%	-$9.38K	0.01%	492
2013 Q3	$336K	Buy	+13,626	New	+$336K	0.01%	533