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

Verus Capital Partners’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 		$17K Sell
745
-1,803
-71% -$58.1K 0.01% 846
2019
Q4 		$98K Buy
+2,548
New +$94.1K 0.03% 390

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

Verus Capital Partners's EES Position: Q1 2020 in Review

Verus Capital Partners reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 71% in Q1 2020, selling an estimated $58.1K and leaving 745 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #846.

Verus Capital Partners first reported a position in EES in Q4 2019 and has held it in 2 quarters since. The position peaked at $98K in Q4 2019. 112 funds tracked by Wall St. Rank hold EES as of Q1 2020.

  • Verus Capital Partners held 745 shares of WisdomTree US SmallCap Earnings Fund worth $17K as of Q1 2020.
  • Verus Capital Partners sold 1,803 WisdomTree US SmallCap Earnings Fund shares in Q1 2020, an estimated $58.1K.
  • WisdomTree US SmallCap Earnings Fund made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #846 holding.
  • Verus Capital Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's WisdomTree US SmallCap Earnings Fund position peaked at $98K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.