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

Kaydan 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 Q2	$261K	Hold	3,450	–	–	0.08%	105
2026 Q1	$232K	Hold	3,450	–	–	0.08%	101
2025 Q4	$230K	Hold	3,450	–	–	0.07%	108
2025 Q3	$227K	Hold	3,450	–	–	0.07%	109
2025 Q2	$213K	Hold	3,450	–	–	0.07%	108
2025 Q1	$206K	Hold	3,450	–	–	0.07%	105
2024 Q4	$216K	Hold	3,450	–	–	0.07%	100
2024 Q3	$215K	Buy	+3,450	New	+$207K	0.06%	104
2024 Q2	–	Sell	-3,450	Closed	-$211K	–	109
2024 Q1	$211K	Buy	+3,450	New	+$198K	0.07%	101

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Kaydan Wealth Management's EZM Position: Q2 2026 in Review

Kaydan Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 3,450 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #105.

Kaydan Wealth Management first reported a position in EZM in Q1 2024 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Kaydan Wealth Management held 3,450 shares of WisdomTree US MidCap Fund worth $261K as of Q2 2026.
Kaydan Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.08% of Kaydan Wealth Management's portfolio in Q2 2026, its #105 holding.
Kaydan Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2024 and has held it in 9 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.