Wealthcare Advisory Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Wealthcare Advisory 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 Q2	–	Sell	-936	Closed	-$21K	–	592
2020 Q1	$21K	Hold	936	–	–	﹤0.01%	713
2019 Q4	$36K	Hold	936	–	–	﹤0.01%	620
2019 Q3	$33K	Buy	936 +299	+47%	+$10.4K	﹤0.01%	623
2019 Q2	$23K	Buy	637 +411	+182%	+$14.8K	﹤0.01%	688
2019 Q1	$8K	Buy	+226	New	+$8.15K	﹤0.01%	860

Other funds holding EES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Wealthcare Advisory Partners's EES Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2020, closing a stake of 936 shares — an estimated $21K sold.

Wealthcare Advisory Partners first reported a position in EES in Q1 2019 and held it in 5 quarters. The position peaked at $36K in Q4 2019. 107 funds tracked by Wall St. Rank hold EES as of Q2 2020.

Wealthcare Advisory Partners reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 936 WisdomTree US SmallCap Earnings Fund shares in Q2 2020, an estimated $21K.
Wealthcare Advisory Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2019 and held it in 5 quarters.
Wealthcare Advisory Partners's WisdomTree US SmallCap Earnings Fund position peaked at $36K in Q4 2019.
107 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.