American Economic Planning Group’s WisdomTree US MidCap Fund EZM Stock Holding History

American Economic Planning Group’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-28,205	Closed	-$1.13M	–	91
2019 Q2	$1.13M	Buy	28,205 +3,816	+16%	+$151K	0.34%	30
2019 Q1	$959K	Buy	24,389 +2,616	+12%	+$101K	0.3%	35
2018 Q4	$747K	Buy	21,773 +260	+1%	+$9.77K	0.24%	40
2018 Q3	$890K	Buy	21,513 +1,179	+6%	+$49K	0.32%	29
2018 Q2	$817K	Buy	20,334 +2,162	+12%	+$85.8K	0.3%	30
2018 Q1	$703K	Buy	18,172 +2,614	+17%	+$104K	0.26%	37
2017 Q4	$617K	Buy	15,558 +1,432	+10%	+$55K	0.23%	38
2017 Q3	$526K	Buy	14,126 +1,604	+13%	+$57.7K	0.2%	37
2017 Q2	$448K	Buy	12,522 +1,497	+14%	+$53.1K	0.18%	42
2017 Q1	$389K	Buy	+11,025	New	+$386K	0.16%	44

Other funds holding EZM

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

3AM

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

American Economic Planning Group's EZM Position: Q3 2019 in Review

American Economic Planning Group sold out of WisdomTree US MidCap Fund (EZM) in Q3 2019, closing a stake of 28,205 shares — an estimated $1.13M sold.

American Economic Planning Group first reported a position in EZM in Q1 2017 and held it in 10 quarters. The position peaked at $1.13M in Q2 2019. 139 funds tracked by Wall St. Rank hold EZM as of Q3 2019.

American Economic Planning Group reported no remaining WisdomTree US MidCap Fund position as of Q3 2019 after selling out during the quarter.
American Economic Planning Group sold 28,205 WisdomTree US MidCap Fund shares in Q3 2019, an estimated $1.13M.
American Economic Planning Group first reported a position in WisdomTree US MidCap Fund in Q1 2017 and held it in 10 quarters.
American Economic Planning Group's WisdomTree US MidCap Fund position peaked at $1.13M in Q2 2019.
139 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.