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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$596K	Sell	7,870 -303	-4%	-$22K	0.35%	51
2026 Q1	$549K	Buy	8,173 +20	+0.2%	+$1.38K	0.37%	51
2025 Q4	$545K	Sell	8,153 -55	-0.7%	-$3.63K	0.38%	49
2025 Q3	$541K	Buy	8,208 +22	+0.3%	+$1.42K	0.41%	48
2025 Q2	$506K	Sell	8,186 -1,595	-16%	-$93.9K	0.42%	47
2025 Q1	$583K	Sell	9,781 -1,046	-10%	-$65.3K	0.52%	41
2024 Q4	$677K	Buy	+10,827	New	+$694K	0.62%	37

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Roan Capital Partners Johnson City, Tennessee $121M AUM

Lauer Wealth Valparaiso, Indiana $147M AUM 23.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return