Davidson Kahn Capital Management, LLC EZM Holdings History
Davidson Kahn Capital Management, LLC's WisdomTree U.S. MidCap Fund Holding Summary
As of 2025-03-31, Davidson Kahn Capital Management, LLC held 66,886.00 shares of WisdomTree U.S. MidCap Fund(EZM), totaling $3.99 Mil. This investment constitutes 3.07% of their stock portfolio, and Davidson Kahn Capital Management, LLC now holds 0.53% of the outstanding WisdomTree U.S. MidCap Fund(EZM) stock.
The initial trade took place in 2024Q4. And since then Davidson Kahn Capital Management, LLC has made 1 purchases of EZM, at an average price of $63.86, for a total of 66,886.00 shares. Based on historical transaction data and EZM's current price of $63.28, Davidson Kahn Capital Management, LLC's estimated gain on his EZM holdings is $-38,933.64, reflecting a -0.91% gain to date.
Davidson Kahn Capital Management, LLC EZM ($63.28) Holding Chart
Davidson Kahn Capital Management, LLC EZM ($63.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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