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

WealthSource 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
2021
Q1 		– Sell
-10,847
Closed -$422K – 441
2020
Q4 		$422K Buy
+10,847
New +$380K 0.05% 235

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Bank of America
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SC
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

WealthSource Partners's EES Position: Q1 2021 in Review

WealthSource Partners sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2021, closing a stake of 10,847 shares — an estimated $422K sold.

WealthSource Partners first reported a position in EES in Q4 2020 and held it in 1 quarter. The position peaked at $422K in Q4 2020. 111 funds tracked by Wall St. Rank hold EES as of Q1 2021.

  • WealthSource Partners reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2021 after selling out during the quarter.
  • WealthSource Partners sold 10,847 WisdomTree US SmallCap Earnings Fund shares in Q1 2021, an estimated $422K.
  • WealthSource Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2020 and held it in 1 quarter.
  • WealthSource Partners's WisdomTree US SmallCap Earnings Fund position peaked at $422K in Q4 2020.
  • 111 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2021.

Based on WealthSource Partners's 13F filing for Q1 2021, filed 21 Jun 2021.