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Wealthspire Advisors (Maryland)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-900
Closed -$30K – 2298
2017
Q2 		$30K Buy
+900
New +$29.1K ﹤0.01% 1122

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EES Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2017, closing a stake of 900 shares — an estimated $30K sold.

Wealthspire Advisors (Maryland) first reported a position in EES in Q2 2017 and held it in 1 quarter. The position peaked at $30K in Q2 2017. 67 funds tracked by Wall St. Rank hold EES as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 900 WisdomTree US SmallCap Earnings Fund shares in Q3 2017, an estimated $30K.
  • Wealthspire Advisors (Maryland) first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s WisdomTree US SmallCap Earnings Fund position peaked at $30K in Q2 2017.
  • 67 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.