CATHY PARETO & ASSOCIATES, INC HEDJ Holdings History
Number of Shares
94,931.00
Current Holdings Value*
$4.57 Mil
% of Portfolio
3.77%
Total Estimate Gain
$239,552.43
% of Total Estimate Gain
5.48%
CATHY PARETO & ASSOCIATES, INC's WisdomTree Europe Hedged Equity Fund Holding Summary
As of 2025-06-30, CATHY PARETO & ASSOCIATES, INC held 94,931.00 shares of WisdomTree Europe Hedged Equity Fund(HEDJ), totaling $4.57 Mil. This investment constitutes 3.77% of their stock portfolio, and CATHY PARETO & ASSOCIATES, INC now holds 0.27% of the outstanding WisdomTree Europe Hedged Equity Fund(HEDJ) stock.
The initial trade took place in 2024Q4. And since then CATHY PARETO & ASSOCIATES, INC has made 2 purchases of HEDJ, at an average price of $46.03, for a total of 94,931.00 shares. Based on historical transaction data and HEDJ's current price of $48.55, CATHY PARETO & ASSOCIATES, INC's estimated gain on his HEDJ holdings is $239,552.43, reflecting a 5.48% gain to date.
CATHY PARETO & ASSOCIATES, INC HEDJ ($48.55) Holding Chart
CATHY PARETO & ASSOCIATES, INC HEDJ ($48.55) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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