DON

Wisdomtree Us Midcap Dividen

Latest period2024 - Q4Total superinvestors67

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 67 superinvestors own shares of Wisdomtree Us Midcap Dividen (DON), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree Us Midcap Dividen (DON), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree Us Midcap Dividen (DON) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree Us Midcap Dividen (DON) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
Decreased -1.49%
0.37%
$1.109M
21,762 shares@ 50.97 avg price
Rana Choubah@Meridian Financial, Llc
Recent Activity
Decreased -3.69%
0.76%
$1.1M
21,573 shares@ 50.98 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -0.07%
0.11%
$889,437
17,449 shares@ 50.98 avg price
Nicholas E. Terezis@Marathon Strategic Advisors, Llc
Recent Activity
Decreased -1.8%
0.85%
$780,351
15,310 shares@ 50.98 avg price
Jaclyn Gilbert@Saxon Interests, Inc.
Recent Activity
Decreased -21.42%
0.26%
$585,492
11,487 shares@ 50.97 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Decreased -0.33%
0.04%
$347,700
6,822 shares@ 50.97 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Decreased -20.03%
0.03%
$288,642
5,663 shares@ 50.97 avg price
Anthony Farina@Capital Advisors Wealth Management, Llc
Recent Activity
Decreased -7.6%
0.05%
$250,636
4,917 shares@ 50.98 avg price
Aryn Sands@Farrell Financial Llc
Recent Activity
Decreased -1%
0.15%
$201,806
3,959 shares@ 50.98 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Decreased -4.42%
0.05%
$139,898
2,745 shares@ 50.97 avg price