Cathy Pareto & Associates, Inc Wisdomtree U.S. Midcap Fund Transaction History

Cathy Pareto & Associates, Inc

  • $133 Billion
  • Q3 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 8,208 shares of EZM stock, worth $531,057. This represents 0.41% of its overall portfolio holdings.

Number of Shares
8,208
Previous 8,186 0.27%
Holding current value
$531,057
Previous $506 Million 6.98%
% of portfolio
0.41%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$61.83 - $67.07 $1,360 - $1,475
22 Added 0.27%
8,208 $541 Million
Q2 2025

Jul 14, 2025
SELL
$51.81 - $61.79 $82,636 - $98,555
-1,595 Reduced 16.31%
8,186 $506 Million
Q1 2025

Apr 10, 2025
SELL
$58.11 - $65.29 $60,783 - $68,293
-1,046 Reduced 9.66%
9,781 $583 Million
Q4 2024

Jan 22, 2025
BUY
$61.21 - $68.19 $662,720 - $738,293
10,827 New
10,827 $677 Million

Others Institutions Holding EZM

# of Institutions
165
Shares Held
8.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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