Wisconsin Capital Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Wisconsin Capital Management’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
2014 Q4	$275K	Buy	9,963 +1,200	+14%	+$31.8K	0.1%	112
2014 Q3	$222K	Buy	8,763 +1,200	+16%	+$32K	0.08%	113
2014 Q2	$208K	Buy	+7,563	New	+$202K	0.08%	114

Other funds holding EES

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wisconsin Capital Management's EES Position: Q4 2014 in Review

Wisconsin Capital Management increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 14% in Q4 2014, buying an estimated $31.8K and bringing the position to 9,963 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #112.

Wisconsin Capital Management first reported a position in EES in Q2 2014 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold EES as of Q4 2014.

Wisconsin Capital Management held 9,963 shares of WisdomTree US SmallCap Earnings Fund worth $275K as of Q4 2014.
Wisconsin Capital Management bought 1,200 WisdomTree US SmallCap Earnings Fund shares in Q4 2014, an estimated $31.8K.
WisdomTree US SmallCap Earnings Fund made up 0.1% of Wisconsin Capital Management's portfolio in Q4 2014, its #112 holding.
Wisconsin Capital Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2014 and has held it in 3 quarters since.
70 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.