Horizons Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.2K | Hold |
1,233
| – | – | 0.05% | 84 |
|
|
2025
Q1 | $73.5K | Hold |
1,233
| – | – | 0.05% | 83 |
|
|
2024
Q4 | $77.1K | Hold |
1,233
| – | – | 0.06% | 82 |
|
|
2024
Q3 | $76.9K | Hold |
1,233
| – | – | 0.06% | 84 |
|
|
2024
Q2 | $74.3K | Hold |
1,233
| – | – | 0.06% | 83 |
|
|
2024
Q1 | $70.8K | Hold |
1,233
| – | – | 0.05% | 78 |
|
|
2023
Q4 | $70.8K | Sell |
1,233
-162
| -12% | -$9.3K | 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 | +$73K | 0.06% | 70 |
|