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Wealthstreet Investment Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-27,256
Closed -$1.29M – 156
2021
Q1 		$1.29M Buy
27,256
+482
+2% +$21.5K 0.13% 148
2020
Q4 		$1.04M Buy
26,774
+39
+0.1% +$1.37K 0.11% 164
2020
Q3 		$799K Buy
26,735
+4,711
+21% +$142K 0.09% 171
2020
Q2 		$625K Sell
22,024
-1,414
-6% -$36.8K 0.08% 184
2020
Q1 		$523K Sell
23,438
-2,098
-8% -$67.6K 0.08% 178
2019
Q4 		$982K Buy
25,536
+17,373
+213% +$642K 0.11% 154
2019
Q3 		$304K Sell
8,163
-16,682
-67% -$582K 0.04% 275
2019
Q2 		$891K Buy
24,845
+1,755
+8% +$63.4K 0.12% 158
2019
Q1 		$834K Buy
23,090
+981
+4% +$35.4K 0.11% 158
2018
Q4 		$786K Sell
22,109
-11,572
-34% -$413K 0.11% 158
2018
Q3 		$1.34M Sell
33,681
-265
-0.8% -$10.6K 0.17% 128
2018
Q2 		$1.31M Sell
33,946
-3,403
-9% -$128K 0.17% 128
2018
Q1 		$1.33M Sell
37,349
-538
-1% -$19.6K 0.17% 127
2017
Q4 		$1.37M Buy
+37,887
New +$1.35M 0.17% 129

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthstreet Investment Advisors's EES Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2021, closing a stake of 27,256 shares — an estimated $1.29M sold.

Wealthstreet Investment Advisors first reported a position in EES in Q4 2017 and held it in 14 quarters. The position peaked at $1.37M in Q4 2017. 114 funds tracked by Wall St. Rank hold EES as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 27,256 WisdomTree US SmallCap Earnings Fund shares in Q2 2021, an estimated $1.29M.
  • Wealthstreet Investment Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $1.37M in Q4 2017.
  • 114 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.