CPA
EZM icon

Cathy Pareto & Associates’s WisdomTree US MidCap Fund EZM Stock Holding History

Cathy Pareto & Associates’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$506K Sell
8,186
-1,595
-16% -$98.5K 0.42% 47
2025
Q1 		$583K Sell
9,781
-1,046
-10% -$62.3K 0.52% 41
2024
Q4 		$677K Buy
+10,827
New +$677K 0.62% 37