Wealth Enhancement Advisory Services
CDZI icon

Wealth Enhancement Advisory Services’s Cadiz CDZI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,573
Closed -$57.1K – 4152
2026
Q1 		$57.1K Buy
+11,573
New +$63.2K ﹤0.01% 3413

Other funds holding CDZI

HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's CDZI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Cadiz (CDZI) in Q2 2026, closing a stake of 11,573 shares — an estimated $57.1K sold.

Wealth Enhancement Advisory Services first reported a position in CDZI in Q1 2026 and held it in 1 quarter. The position peaked at $57.1K in Q1 2026. 6 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Cadiz position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,573 Cadiz shares in Q2 2026, an estimated $57.1K.
  • Wealth Enhancement Advisory Services first reported a position in Cadiz in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Cadiz position peaked at $57.1K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.