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

WealthShield 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	–	Sell	-21	Closed	-$1K	–	285
2019 Q4	$1K	Hold	21	–	–	﹤0.01%	271
2019 Q3	$1K	Buy	+21	New	+$733	﹤0.01%	258
2019 Q2	–	Sell	-21	Closed	-$1K	–	239
2019 Q1	$1K	Hold	21	–	–	﹤0.01%	260
2018 Q4	$1K	Hold	21	–	–	﹤0.01%	237
2018 Q3	$1K	Hold	21	–	–	﹤0.01%	251
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	235
2018 Q1	$1K	Buy	+21	New	+$765	﹤0.01%	225

Other funds holding EES

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WealthShield Partners's EES Position: Q1 2020 in Review

WealthShield Partners sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2020, closing a stake of 21 shares — an estimated $1K sold.

WealthShield Partners first reported a position in EES in Q1 2018 and held it in 7 quarters. The position peaked at $1K in Q4 2019. 112 funds tracked by Wall St. Rank hold EES as of Q1 2020.

WealthShield Partners reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2020 after selling out during the quarter.
WealthShield Partners sold 21 WisdomTree US SmallCap Earnings Fund shares in Q1 2020, an estimated $1K.
WealthShield Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2018 and held it in 7 quarters.
WealthShield Partners's WisdomTree US SmallCap Earnings Fund position peaked at $1K in Q4 2019.
112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2020.

Based on WealthShield Partners's 13F filing for Q1 2020, filed 12 May 2020.