Wisdomtree Us Smallcap Fund
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, 17 superinvestors own shares of Wisdomtree Us Smallcap Fund (EES), 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 Smallcap Fund (EES), 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 Smallcap Fund (EES) 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 Smallcap Fund (EES) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Dave P. Cleveland@Lvm Capital Management Ltd Mi
| 0.03% | $229,000 4,241 shares@ 54.0 avg price | Decreased -1.6% |
Moira B. Martin@Essex Savings Bank
| 0.06% | $226,506 4,200 shares@ 53.93 avg price | |
John Waddill@Laurel Wealth Advisors Llc
| 0.04% | $215,760 4,000 shares@ 53.94 avg price | Decreased -2.43% |
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
| 0.03% | $210,366 3,900 shares@ 53.94 avg price | |
Geoffrey A. Frazier@Global Financial Private Client, Llc
| 0.04% | $80,910 1,500 shares@ 53.94 avg price | |
David Hunter@Horizons Wealth Management
| 0.04% | $44,878 832 shares@ 53.94 avg price | |
Catherine Walker@Pinnacle Bancorp, Inc.
| 0.01% | $8,954 166 shares@ 53.94 avg price |