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WisdomTree MidCap Earnings Fund shares owned by Kaydan Wealth Management

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Kaydan Wealth Management from 13F filings

Historical chart of Kaydan Wealth Management investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Kaydan Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Kaydan Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 3.5k 65.91
2025-06-30 $213k 3.5k 61.77
2025-03-31 $206k 3.5k 59.60
2024-12-31 $216k 3.5k 62.51
2024-09-30 $215k 3.5k 62.34
2024-03-31 $211k 3.5k 61.02

More positions owned by Kaydan Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Silver Tr Ishares (SLV)
Ishares Core Msci Emkt (IEMG)
First Tr Exchange-traded A Com Shs (FTA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Kaydan Wealth Management

Top funds holding WisdomTree MidCap Earnings Fund

LPL Financial
UBS Group
Davenport & Co
Morgan Stanley
Branch Banking & Trust Company
Baird Financial
Eqis Capital Management
Ieq Capital
Consolidated Planning Corp
Bsc Private Wealth Management
Private Advisor
HighTower Advisors
Raymond James Financial
Jpmorgan Chase & Co
Steward Partners Investment Advisory

View all funds holding WisdomTree MidCap Earnings Fund