WTV

Wisdomtree U.s. Value Fund

Latest period2024 - Q4Total superinvestors9

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, 9 superinvestors own shares of Wisdomtree U.s. Value Fund (WTV), 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 U.s. Value Fund (WTV), 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 U.s. Value Fund (WTV) 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 U.s. Value Fund (WTV) 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
Ryan Williamson@Horizon Wealth Management, Llc
Recent Activity
New Position
4.85%
$27.826M
332,925 shares@ 83.58 avg price
Aryn Sands@Foresight Capital Management Advisors, Inc.
Recent Activity
Decreased -8.32%
0.54%
$908,849
10,874 shares@ 83.59 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$408,748
5,109 shares@ 80.01 avg price
Matthew Heller@Willner & Heller, Llc
Recent Activity
New Position
0.2%
$220,928
2,643 shares@ 83.59 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
0.02%
$210,622
2,520 shares@ 83.59 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
0.05%
$97,287
1,164 shares@ 83.58 avg price
Stephanie West@Org Partners Llc
Recent Activity
New Position
0.01%
$38,694
463 shares@ 83.58 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
0.02%
$16,000
194 shares@ 82.48 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
0.01%
$11,534
138 shares@ 83.58 avg price