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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
Q2 		$138 Buy
+33
New +$147 ﹤0.01% 1392

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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

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

Wealth Enhancement Trust Services opened a new position in Cadiz (CDZI) in Q2 2026: 33 shares worth $138. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings.

13 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Wealth Enhancement Trust Services held 33 shares of Cadiz worth $138 as of Q2 2026.
  • Cadiz was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Cadiz made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1392 holding.
  • 13 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

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