KWM
EZM icon

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
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

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return