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

Hcr Wealth Advisors

$698 Million
Q2 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

155

Shares Held

7.42M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.