Hcr Wealth Advisors Wisdomtree U.S. Midcap Fund Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$42.79 - $52.29 $27,941 - $34,145	-653 Closed	0 $0
Q4 2020 Feb 04, 2021	SELL	$34.56 - $43.66 $3,456 - $4,366	-100 Reduced 13.28%	653 $28,000
Q3 2020 Nov 05, 2020	SELL	$31.23 - $36.34 $4,684 - $5,451	-150 Reduced 16.61%	753 $26,000
Q2 2020 Jul 30, 2020	SELL	$24.14 - $37.04 $3,596 - $5,518	-149 Reduced 14.16%	903 $29,000
Q1 2020 May 08, 2020	BUY	$22.51 - $42.68 $22 - $42	1 Added 0.1%	1,052 $28,000
Q4 2019 Feb 07, 2020	BUY	$37.75 - $42.41 $39,675 - $44,572	1,051 New	1,051 $44,000
Q1 2019 May 10, 2019	SELL	N/A	-360,632 Closed	0 $0
Q4 2018 Jan 31, 2019	SELL	N/A	-9,702 Reduced 2.62%	360,632 $12.4 Million
Q3 2018 Nov 09, 2018	BUY	N/A	321,169 Added 653.25%	370,334 $14.1 Million
Q2 2018 Aug 14, 2018	BUY	N/A	22,134 Added 81.88%	49,165 $2 Million
Q1 2018 May 15, 2018	BUY	N/A	1,081 Added 4.17%	27,031 $1.05 Million
Q4 2017 Feb 13, 2018	BUY	N/A	4,063 Added 18.56%	25,950 $1.03 Million
Q3 2017 Nov 13, 2017	BUY	N/A	6,634 Added 43.49%	21,887 $815,000
Q2 2017 Aug 16, 2017	BUY	N/A	15,253	15,253 $546,000

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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