Cathy Pareto & Associates, Inc Wisdomtree U.S. Midcap Fund Transaction History
Cathy Pareto & Associates, Inc
- $113 Billion
- Q1 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 9,781 shares of EZM stock, worth $554,778. This represents 0.52% of its overall portfolio holdings.
Number of Shares
9,781
Previous 10,827
9.66%
Holding current value
$554,778
Previous $677 Million
13.87%
% of portfolio
0.52%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding EZM
# of Institutions
162Shares Held
8.32MCall Options Held
0Put Options Held
0-
Ubs Group Ag807KShares$45.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$45.6 Million0.02% of portfolio
-
Davenport & CO LLC596KShares$33.8 Million0.22% of portfolio
-
Morgan Stanley New York, NY502KShares$28.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC492KShares$27.9 Million0.0% of portfolio