Hc Financial Advisors Inc Wisdomtree U.S. Midcap Fund Transaction History

Hc Financial Advisors Inc

  • $149 Million
  • Q2 2022

A detailed history of Hc Financial Advisors Inc transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Hc Financial Advisors Inc holds 15,198 shares of EZM stock, worth $867,349. This represents 0.47% of its overall portfolio holdings.

Number of Shares
15,198
Previous 15,198 -0.0%
Holding current value
$867,349
Previous $831,000 15.88%
% of portfolio
0.47%
Previous 0.49%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 04, 2022
BUY
N/A
48 Added 0.32%
15,198 $831,000
Q3 2021

Oct 19, 2021
SELL
N/A
-318 Reduced 2.06%
15,150 $788,000
Q2 2021

Jul 28, 2021
SELL
N/A
-446 Reduced 2.8%
15,468 $810,000
Q1 2021

Apr 21, 2021
SELL
N/A
-2,650 Reduced 14.27%
15,914 $811,000
Q4 2020

Jan 26, 2021
SELL
N/A
-1,421 Reduced 7.11%
18,564 $807,000
Q3 2020

Oct 30, 2020
SELL
N/A
-5,406 Reduced 21.29%
19,985 $683,000
Q2 2020

Jul 28, 2020
BUY
N/A
850 Added 3.46%
25,391 $827,000
Q1 2020

Apr 08, 2020
SELL
N/A
-1,090 Reduced 4.25%
24,541 $648,000
Q4 2019

Jan 17, 2020
SELL
N/A
-682 Reduced 2.59%
25,631 $1.08 Million
Q3 2019

Oct 15, 2019
SELL
N/A
-1,240 Reduced 4.5%
26,313 $1.04 Million
Q2 2019

Jul 25, 2019
SELL
N/A
-1,525 Reduced 5.24%
27,553 $1.1 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-865 Reduced 2.89%
29,078 $1.14 Million
Q4 2018

Jan 25, 2019
BUY
N/A
15,952 Added 114.02%
29,943 $1.03 Million
Q1 2018

May 07, 2018
BUY
N/A
13,991 New
13,991 $541,000

Others Institutions Holding EZM

# of Institutions
159
Shares Held
7.89M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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