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 $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Cathy Pareto & Associates's EZM Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its WisdomTree US MidCap Fund (EZM) stake by 3.7% in Q2 2026, selling an estimated $22K and leaving 7,870 shares worth $596K. The position accounts for 0.35% of the portfolio, ranked #51.

Cathy Pareto & Associates first reported a position in EZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $677K in Q4 2024. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Cathy Pareto & Associates held 7,870 shares of WisdomTree US MidCap Fund worth $596K as of Q2 2026.
Cathy Pareto & Associates sold 303 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $22K.
WisdomTree US MidCap Fund made up 0.35% of Cathy Pareto & Associates's portfolio in Q2 2026, its #51 holding.
Cathy Pareto & Associates first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's WisdomTree US MidCap Fund position peaked at $677K in Q4 2024.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.