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

Voya 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
2015
Q4 		– Sell
-30,477
Closed -$737K – 373
2015
Q3 		$737K Buy
30,477
+117
+0.4% +$3.09K 0.13% 125
2015
Q2 		$854K Buy
30,360
+591
+2% +$16.8K 0.15% 114
2015
Q1 		$841K Buy
+29,769
New +$811K 0.16% 121

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Voya Financial Advisors's EES Position: Q4 2015 in Review

Voya Financial Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2015, closing a stake of 30,477 shares — an estimated $737K sold.

Voya Financial Advisors first reported a position in EES in Q1 2015 and held it in 3 quarters. The position peaked at $854K in Q2 2015. 65 funds tracked by Wall St. Rank hold EES as of Q4 2015.

  • Voya Financial Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2015 after selling out during the quarter.
  • Voya Financial Advisors sold 30,477 WisdomTree US SmallCap Earnings Fund shares in Q4 2015, an estimated $737K.
  • Voya Financial Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2015 and held it in 3 quarters.
  • Voya Financial Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $854K in Q2 2015.
  • 65 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2015.

Based on Voya Financial Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.