EES

Wisdomtree Us Smallcap Fund

Latest period2024 - Q4Total superinvestors16

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, 16 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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jake Rue@Shore Point Advisors, Llc
Recent Activity
Increased 0.58%
8.15%
$15.15M
280,874 shares@ 53.95 avg price
Matthew Borland@Culbertson A N & Co Inc
Recent Activity
Decreased -0.29%
0.55%
$3.421M
63,414 shares@ 53.94 avg price
Hannah Perez@Herbst Group, Llc
Recent Activity
Decreased -5.12%
1.03%
$1.637M
30,356 shares@ 53.95 avg price
Faith Charles@Moller Wealth Partners
Recent Activity
0.27%
$994,761
18,442 shares@ 53.94 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 1.28%
0.05%
$493,769
9,154 shares@ 53.95 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
0.07%
$444,391
8,239 shares@ 53.94 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Decreased -5.93%
0.12%
$372,995
6,915 shares@ 53.94 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$338,183
6,411 shares@ 52.76 avg price
Rita Rhodes@Envision Financial Llc
Recent Activity
New Position
0.25%
$303,305
5,623 shares@ 53.95 avg price
Dave P. Cleveland@Lvm Capital Management Ltd Mi
Recent Activity
Decreased -1.6%
0.03%
$229,000
4,241 shares@ 54.0 avg price