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WisdomTree SmallCap Earnings Fund shares owned by Cathy Pareto & Associates

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Cathy Pareto & Associates from 13F filings

Historical chart of Cathy Pareto & Associates investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Cathy Pareto & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Cathy Pareto & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 3.2k 67.75

More positions owned by Cathy Pareto & Associates

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
Wisdomtree Tr Europ Oppor Fd (OPPE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vaneck Etf Trust Clo Etf (CLOI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Cathy Pareto & Associates

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
LPL Financial
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Savant Capital Management
Key FInancial
Raymond James Financial
Wells Fargo & Company
Arkadios Wealth Advisors
Linscomb & Williams
Royal Bank of Canada
Mariner Wealth Advisors
Shore Point Advisors

View all funds holding WisdomTree SmallCap Earnings Fund