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Financial Gravity Companies’s WisdomTree US MidCap Fund EZM Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-255
Closed -$10K – 1476
2017
Q4 		$10K Buy
+255
New +$9.79K 0.01% 566

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Financial Gravity Companies's EZM Position: Q1 2018 in Review

Financial Gravity Companies sold out of WisdomTree US MidCap Fund (EZM) in Q1 2018, closing a stake of 255 shares — an estimated $10K sold.

Financial Gravity Companies first reported a position in EZM in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 115 funds tracked by Wall St. Rank hold EZM as of Q1 2018.

  • Financial Gravity Companies reported no remaining WisdomTree US MidCap Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 255 WisdomTree US MidCap Fund shares in Q1 2018, an estimated $10K.
  • Financial Gravity Companies first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's WisdomTree US MidCap Fund position peaked at $10K in Q4 2017.
  • 115 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.