Woodmont Investment Counsel’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-300	Closed	-$8K	–	307
2016 Q3	$8K	Buy	+300	New	+$8.31K	﹤0.01%	494
2016 Q2	–	Sell	-300	Closed	-$8K	–	257
2016 Q1	$8K	Hold	300	–	–	﹤0.01%	431
2015 Q4	$8K	Hold	300	–	–	﹤0.01%	441
2015 Q3	$7K	Hold	300	–	–	﹤0.01%	448
2015 Q2	$8K	Buy	+300	New	+$8.53K	﹤0.01%	444

Other funds holding EES

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Woodmont Investment Counsel's EES Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2016, closing a stake of 300 shares — an estimated $8K sold.

Woodmont Investment Counsel first reported a position in EES in Q2 2015 and held it in 5 quarters. The position peaked at $8K in Q3 2016. 70 funds tracked by Wall St. Rank hold EES as of Q4 2016.

Woodmont Investment Counsel reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 300 WisdomTree US SmallCap Earnings Fund shares in Q4 2016, an estimated $8K.
Woodmont Investment Counsel first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's WisdomTree US SmallCap Earnings Fund position peaked at $8K in Q3 2016.
70 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.