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 $961,729. This represents 0.47% of its overall portfolio holdings.

Number of Shares

15,198

Previous 15,198 -0.0%

Holding current value

$961,729

Previous $831,000 15.88%

% of portfolio

0.47%

Previous 0.49%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 04, 2022	BUY	$51.5 - $57.18 $2,472 - $2,744	48 Added 0.32%	15,198 $831,000
Q3 2021 Oct 19, 2021	SELL	$49.81 - $54.23 $15,839 - $17,245	-318 Reduced 2.06%	15,150 $788,000
Q2 2021 Jul 28, 2021	SELL	$50.97 - $54.49 $22,732 - $24,302	-446 Reduced 2.8%	15,468 $810,000
Q1 2021 Apr 21, 2021	SELL	$42.79 - $52.29 $113,393 - $138,568	-2,650 Reduced 14.27%	15,914 $811,000
Q4 2020 Jan 26, 2021	SELL	$34.56 - $43.66 $49,109 - $62,040	-1,421 Reduced 7.11%	18,564 $807,000
Q3 2020 Oct 30, 2020	SELL	$31.23 - $36.34 $168,829 - $196,454	-5,406 Reduced 21.29%	19,985 $683,000
Q2 2020 Jul 28, 2020	BUY	$24.14 - $37.04 $20,519 - $31,484	850 Added 3.46%	25,391 $827,000
Q1 2020 Apr 08, 2020	SELL	$22.51 - $42.68 $24,535 - $46,521	-1,090 Reduced 4.25%	24,541 $648,000
Q4 2019 Jan 17, 2020	SELL	$37.75 - $42.41 $25,745 - $28,923	-682 Reduced 2.59%	25,631 $1.08 Million
Q3 2019 Oct 15, 2019	SELL	$39.14 - $40.36 $48,533 - $50,046	-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

154

Shares Held

7.41M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

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