Financial Gravity Asset Management’s WisdomTree WT Stock Holding History

Financial Gravity Asset Management’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$1K	Buy	102 +69	+209%	+$586	﹤0.01%	1276
2018 Q2	$0	Sell	33 -15	-31%	-$157	﹤0.01%	1632
2018 Q1	$1K	Buy	+48	New	+$518	﹤0.01%	1289

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's WT Position: Q3 2018 in Review

Financial Gravity Asset Management increased its WisdomTree (WT) stake by 209% in Q3 2018, buying an estimated $586 and bringing the position to 102 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Financial Gravity Asset Management first reported a position in WT in Q1 2018 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold WT as of Q3 2018.

Financial Gravity Asset Management held 102 shares of WisdomTree worth $1K as of Q3 2018.
Financial Gravity Asset Management bought 69 WisdomTree shares in Q3 2018, an estimated $586.
WisdomTree made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #1276 holding.
Financial Gravity Asset Management first reported a position in WisdomTree in Q1 2018 and has held it in 3 quarters since.
186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.