LWM
CDIG

Lakeridge Wealth Management’s City Different Investments Global Equity ETF CDIG Stock Holding History

Lakeridge Wealth Management’s Portfolio CDIG Stock Details CDIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36M Buy
130,934
+64,363
+97% +$1.67M 1.23% 19
2026
Q1 		$1.65M Buy
66,571
+55,733
+514% +$1.43M 0.71% 30
2025
Q4 		$270K Buy
+10,838
New +$269K 0.12% 134

Other funds holding CDIG

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Lakeridge Wealth Management's CDIG Position: Q2 2026 in Review

Lakeridge Wealth Management increased its City Different Investments Global Equity ETF (CDIG) stake by 97% in Q2 2026, buying an estimated $1.67M and bringing the position to 130,934 shares worth $3.36M. The position accounts for 1.23% of the portfolio, ranked #19.

Lakeridge Wealth Management first reported a position in CDIG in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold CDIG as of Q2 2026.

  • Lakeridge Wealth Management held 130,934 shares of City Different Investments Global Equity ETF worth $3.36M as of Q2 2026.
  • Lakeridge Wealth Management bought 64,363 City Different Investments Global Equity ETF shares in Q2 2026, an estimated $1.67M.
  • City Different Investments Global Equity ETF made up 1.23% of Lakeridge Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Lakeridge Wealth Management first reported a position in City Different Investments Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held City Different Investments Global Equity ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.