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HC Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

HC Financial Advisors’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
2022
Q2 		$699K Hold
15,198
– – 0.47% 59
2022
Q1 		$831K Buy
15,198
+48
+0.3% +$2.6K 0.49% 59
2021
Q4 		$853K Hold
15,150
– – 0.47% 59
2021
Q3 		$788K Sell
15,150
-318
-2% -$16.7K 0.47% 57
2021
Q2 		$810K Sell
15,468
-446
-3% -$23.6K 0.47% 56
2021
Q1 		$811K Sell
15,914
-2,650
-14% -$127K 0.49% 57
2020
Q4 		$807K Sell
18,564
-1,421
-7% -$56.4K 0.52% 58
2020
Q3 		$683K Sell
19,985
-5,406
-21% -$186K 0.49% 58
2020
Q2 		$827K Buy
25,391
+850
+3% +$25.9K 0.65% 52
2020
Q1 		$648K Sell
24,541
-1,090
-4% -$40.3K 0.58% 53
2019
Q4 		$1.08M Sell
25,631
-682
-3% -$27.8K 0.85% 48
2019
Q3 		$1.04M Sell
26,313
-1,240
-5% -$48.6K 0.89% 48
2019
Q2 		$1.1M Sell
27,553
-1,525
-5% -$60.5K 1.1% 38
2019
Q1 		$1.14M Sell
29,078
-865
-3% -$33.4K 1.2% 36
2018
Q4 		$1.03M Buy
29,943
+15,228
+103% +$572K 2.29% 17
2018
Q3 		$609K Buy
14,715
+454
+3% +$18.9K 0.54% 55
2018
Q2 		$573K Buy
14,261
+270
+2% +$10.7K 0.56% 56
2018
Q1 		$541K Buy
13,991
+625
+5% +$24.8K 0.53% 56
2017
Q4 		$530K Buy
+13,366
New +$513K 0.51% 56

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HC Financial Advisors's EZM Position: Q2 2022 in Review

HC Financial Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2022 at 15,198 shares worth $699K. The position accounts for 0.47% of the portfolio, ranked #59.

HC Financial Advisors first reported a position in EZM in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.14M in Q1 2019. 136 funds tracked by Wall St. Rank hold EZM as of Q2 2022.

  • HC Financial Advisors held 15,198 shares of WisdomTree US MidCap Fund worth $699K as of Q2 2022.
  • HC Financial Advisors left its WisdomTree US MidCap Fund share count unchanged in Q2 2022.
  • WisdomTree US MidCap Fund made up 0.47% of HC Financial Advisors's portfolio in Q2 2022, its #59 holding.
  • HC Financial Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2017 and has held it in 19 quarters since.
  • HC Financial Advisors's WisdomTree US MidCap Fund position peaked at $1.14M in Q1 2019.
  • 136 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.