Krilogy Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Krilogy Financial’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	-341	Closed	-$14K	–	781
2017 Q4	$14K	Buy	341 +1	+0.3%	+$38	﹤0.01%	485
2017 Q3	$13K	Buy	340 +1	+0.3%	+$36	﹤0.01%	545
2017 Q2	$12K	Buy	339 +226	+200%	+$8.01K	﹤0.01%	513
2017 Q1	$12K	Sell	113 -226	-67%	-$7.92K	﹤0.01%	494
2016 Q4	$12K	Buy	339 +3	+0.9%	+$98	﹤0.01%	494
2016 Q3	$11K	Sell	336 -114	-25%	-$3.61K	﹤0.01%	513
2016 Q2	$14K	Buy	+450	New	+$13.6K	﹤0.01%	480

Other funds holding EZM

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

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

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Krilogy Financial's EZM Position: Q1 2018 in Review

Krilogy Financial sold out of WisdomTree US MidCap Fund (EZM) in Q1 2018, closing a stake of 341 shares — an estimated $14K sold.

Krilogy Financial first reported a position in EZM in Q2 2016 and held it in 7 quarters. The position peaked at $14K in Q4 2017. 115 funds tracked by Wall St. Rank hold EZM as of Q1 2018.

Krilogy Financial reported no remaining WisdomTree US MidCap Fund position as of Q1 2018 after selling out during the quarter.
Krilogy Financial sold 341 WisdomTree US MidCap Fund shares in Q1 2018, an estimated $14K.
Krilogy Financial first reported a position in WisdomTree US MidCap Fund in Q2 2016 and held it in 7 quarters.
Krilogy Financial's WisdomTree US MidCap Fund position peaked at $14K in Q4 2017.
115 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2018.

Based on Krilogy Financial's 13F filing for Q1 2018, filed 15 May 2018.