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Horizons Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Horizons Wealth Management’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
2026
Q1 		$82.9K Hold
1,233
– – 0.05% 84
2025
Q4 		$82.4K Hold
1,233
– – 0.05% 86
2025
Q3 		$81.3K Hold
1,233
– – 0.06% 87
2025
Q2 		$76.2K Hold
1,233
– – 0.05% 87
2025
Q1 		$73.5K Hold
1,233
– – 0.05% 86
2024
Q4 		$77.1K Hold
1,233
– – 0.06% 85
2024
Q3 		$76.9K Hold
1,233
– – 0.06% 86
2024
Q2 		$74.3K Hold
1,233
– – 0.06% 85
2024
Q1 		$70.8K Hold
1,233
– – 0.05% 78
2023
Q4 		$70.8K Sell
1,233
-162
-12% -$8.37K 0.05% 78
2023
Q3 		$70.8K Hold
1,395
– – 0.05% 79
2023
Q2 		$73.9K Hold
1,395
– – 0.05% 81
2023
Q1 		$69.4K Hold
1,395
– – 0.05% 77
2022
Q4 		$68K Hold
1,395
– – 0.05% 77
2022
Q3 		$61K Hold
1,395
– – 0.06% 71
2022
Q2 		$73K Buy
+1,395
New +$70.7K 0.06% 70

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Horizons Wealth Management's EZM Position: Q1 2026 in Review

Horizons Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 1,233 shares worth $82.9K. The position accounts for 0.05% of the portfolio, ranked #84.

Horizons Wealth Management first reported a position in EZM in Q2 2022 and has held it in 16 quarters since. 172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Horizons Wealth Management held 1,233 shares of WisdomTree US MidCap Fund worth $82.9K as of Q1 2026.
  • Horizons Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up 0.05% of Horizons Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Horizons Wealth Management first reported a position in WisdomTree US MidCap Fund in Q2 2022 and has held it in 16 quarters since.
  • 172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.