HWP
EZM icon

Hibernia Wealth Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Hibernia Wealth Partners’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
2024
Q4 		– Sell
-11,078
Closed -$691K – 79
2024
Q3 		$691K Buy
+11,078
New +$664K 0.21% 46
2024
Q2 		– Sell
-11,475
Closed -$700K – 98
2024
Q1 		$700K Buy
11,475
+21
+0.2% +$1.21K 0.47% 27
2023
Q4 		$657K Sell
11,454
-3,359
-23% -$174K 0.49% 27
2023
Q3 		$752K Buy
+14,813
New +$789K 0.58% 26

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $74.2B AUM 21.09% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Hibernia Wealth Partners's EZM Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of WisdomTree US MidCap Fund (EZM) in Q4 2024, closing a stake of 11,078 shares — an estimated $691K sold.

Hibernia Wealth Partners first reported a position in EZM in Q3 2023 and held it in 4 quarters. The position peaked at $752K in Q3 2023. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2024.

  • Hibernia Wealth Partners reported no remaining WisdomTree US MidCap Fund position as of Q4 2024 after selling out during the quarter.
  • Hibernia Wealth Partners sold 11,078 WisdomTree US MidCap Fund shares in Q4 2024, an estimated $691K.
  • Hibernia Wealth Partners first reported a position in WisdomTree US MidCap Fund in Q3 2023 and held it in 4 quarters.
  • Hibernia Wealth Partners's WisdomTree US MidCap Fund position peaked at $752K in Q3 2023.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.