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Vantage Investment Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Vantage Investment 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
2014
Q3 		– Sell
-342
Closed -$9K – 742
2014
Q2 		$9K Hold
342
– – 0.01% 483
2014
Q1 		$9K Buy
342
+3
+0.9% +$80 0.01% 443
2013
Q4 		$9K Buy
+339
New +$8.77K 0.01% 409

Other funds holding EES

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Vantage Investment Advisors's EES Position: Q3 2014 in Review

Vantage Investment Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2014, closing a stake of 342 shares — an estimated $9K sold.

Vantage Investment Advisors first reported a position in EES in Q4 2013 and held it in 3 quarters. The position peaked at $9K in Q2 2014. 59 funds tracked by Wall St. Rank hold EES as of Q3 2014.

  • Vantage Investment Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2014 after selling out during the quarter.
  • Vantage Investment Advisors sold 342 WisdomTree US SmallCap Earnings Fund shares in Q3 2014, an estimated $9K.
  • Vantage Investment Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2013 and held it in 3 quarters.
  • Vantage Investment Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $9K in Q2 2014.
  • 59 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2014.

Based on Vantage Investment Advisors's 13F filing for Q3 2014, filed 31 Oct 2014.