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WisdomTree MidCap Earnings Fund shares owned by Cathy Pareto & Associates

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

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

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All positions including WisdomTree MidCap 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 MidCap Earnings Fund by Cathy Pareto & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $541k 8.2k 65.91
2025-06-30 $506k 8.2k 61.78
2025-03-31 $583k 9.8k 59.60

More positions owned by Cathy Pareto & Associates

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

View all positions for Cathy Pareto & Associates

Top funds holding WisdomTree MidCap Earnings Fund

LPL Financial
UBS Group
Davenport & Co
Morgan Stanley
Branch Banking & Trust Company
Baird Financial
Eqis Capital Management
Ieq Capital
Consolidated Planning Corp
Bsc Private Wealth Management
Private Advisor
HighTower Advisors
Raymond James Financial
Jpmorgan Chase & Co
Steward Partners Investment Advisory

View all funds holding WisdomTree MidCap Earnings Fund