HWA
EZM icon

HCR Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

HCR Wealth 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
2021
Q1 		– Sell
-653
Closed -$28K – 194
2020
Q4 		$28K Sell
653
-100
-13% -$3.97K 0.01% 221
2020
Q3 		$26K Sell
753
-150
-17% -$5.16K 0.01% 198
2020
Q2 		$29K Sell
903
-149
-14% -$4.54K 0.01% 194
2020
Q1 		$28K Buy
1,052
+1
+0.1% +$37 0.01% 189
2019
Q4 		$44K Buy
+1,051
New +$42.8K 0.01% 183
2019
Q1 		– Sell
-360,632
Closed -$12.4M – 178
2018
Q4 		$12.4M Sell
360,632
-9,702
-3% -$365K 3.99% 5
2018
Q3 		$14.1M Buy
370,334
+321,169
+653% +$13.3M 4.6% 4
2018
Q2 		$2M Buy
49,165
+22,134
+82% +$878K 0.66% 30
2018
Q1 		$1.05M Buy
27,031
+1,081
+4% +$43K 0.36% 69
2017
Q4 		$1.03M Buy
25,950
+4,063
+19% +$156K 0.36% 66
2017
Q3 		$815K Buy
21,887
+6,634
+43% +$239K 0.34% 73
2017
Q2 		$546K Sell
15,253
-519
-3% -$18.4K 0.27% 81
2017
Q1 		$556K Buy
+15,772
New +$552K 0.28% 82

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HCR Wealth Advisors's EZM Position: Q1 2021 in Review

HCR Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q1 2021, closing a stake of 653 shares — an estimated $28K sold.

HCR Wealth Advisors first reported a position in EZM in Q1 2017 and held it in 13 quarters. The position peaked at $14.1M in Q3 2018. 134 funds tracked by Wall St. Rank hold EZM as of Q1 2021.

  • HCR Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 653 WisdomTree US MidCap Fund shares in Q1 2021, an estimated $28K.
  • HCR Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2017 and held it in 13 quarters.
  • HCR Wealth Advisors's WisdomTree US MidCap Fund position peaked at $14.1M in Q3 2018.
  • 134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.