KWM
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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
Q3 		$247K Hold
3,450
– – 0.08% 104
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
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
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RW
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
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

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

Kaydan Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2026 at 3,450 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #104.

Kaydan Wealth Management first reported a position in EZM in Q1 2024 and has held it in 10 quarters since. The position peaked at $261K in Q2 2026. 17 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • Kaydan Wealth Management held 3,450 shares of WisdomTree US MidCap Fund worth $247K as of Q3 2026.
  • Kaydan Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q3 2026.
  • WisdomTree US MidCap Fund made up 0.08% of Kaydan Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Kaydan Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2024 and has held it in 10 quarters since.
  • Kaydan Wealth Management's WisdomTree US MidCap Fund position peaked at $261K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.