Wealth Enhancement Trust Services’s Cadiz CDZI Stock Holding History

Wealth Enhancement Trust 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 Q3	–	Sell	-33	Closed	-$138	–	917
2026 Q2	$138	Buy	+33	New	+$147	﹤0.01%	1392

Other funds holding CDZI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Elkhorn Partners Omaha, Nebraska $115M AUM 15.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Enhancement Trust Services's CDZI Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of Cadiz (CDZI) in Q3 2026, closing a stake of 33 shares — an estimated $138 sold.

Wealth Enhancement Trust Services first reported a position in CDZI in Q2 2026 and held it in 1 quarter. The position peaked at $138 in Q2 2026. 76 funds tracked by Wall St. Rank hold CDZI as of Q3 2026.

Wealth Enhancement Trust Services reported no remaining Cadiz position as of Q3 2026 after selling out during the quarter.
Wealth Enhancement Trust Services sold 33 Cadiz shares in Q3 2026, an estimated $138.
Wealth Enhancement Trust Services first reported a position in Cadiz in Q2 2026 and held it in 1 quarter.
Wealth Enhancement Trust Services's Cadiz position peaked at $138 in Q2 2026.
76 funds tracked by Wall St. Rank held Cadiz as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.