Horizons Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $81.3K | Hold |
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|
2025
Q2 | $76.2K | Hold |
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|
2025
Q1 | $73.5K | Hold |
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|
2024
Q4 | $77.1K | Hold |
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|
2024
Q3 | $76.9K | Hold |
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|
2024
Q2 | $74.3K | Hold |
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|
2024
Q1 | $70.8K | Hold |
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|
2023
Q4 | $70.8K | Sell |
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|
2023
Q3 | $70.8K | Hold |
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|
2023
Q2 | $73.9K | Hold |
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|
2023
Q1 | $69.4K | Hold |
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|
2022
Q4 | $68K | Hold |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $73K | Buy |
|