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 Q3	$88.3K	Buy	+1,233	New	+$93K	0.06%	79
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Horizons Wealth Management's EZM Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in WisdomTree US MidCap Fund (EZM) in Q3 2026: 1,233 shares worth $88.3K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in EZM as recently as Q1 2026.

Horizons Wealth Management first reported a position in EZM in Q2 2022 and has held it in 17 quarters since. 17 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

Horizons Wealth Management held 1,233 shares of WisdomTree US MidCap Fund worth $88.3K as of Q3 2026.
WisdomTree US MidCap Fund was a new Horizons Wealth Management position in Q3 2026.
WisdomTree US MidCap Fund made up 0.06% of Horizons Wealth Management's portfolio in Q3 2026, its #79 holding.
Horizons Wealth Management first reported a position in WisdomTree US MidCap Fund in Q2 2022 and has held it in 17 quarters since.
17 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.