EZM

Wisdomtree Us Midcap Fund

Latest period2024 - Q4Total superinvestors17

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 Midcap Fund (EZM), 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 Fund (EZM), 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 Fund (EZM) 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 Fund (EZM) 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
Kerry Tallon@Tallon Kerry Patrick
Recent Activity
New Position
0.23%
$233,063
3,750 shares@ 62.16 avg price
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
0.08%
$215,660
3,450 shares@ 62.52 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
0.08%
$213,588
3,377 shares@ 63.25 avg price
David Hunter@Horizons Wealth Management
Recent Activity
0.06%
$77,075
1,233 shares@ 62.52 avg price
Allen A. Osgood, Jr.@Financial Freedom, Llc
Recent Activity
Increased 0.1%
0.04%
$66,672
1,067 shares@ 62.49 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
0.01%
$46,868
750 shares@ 62.5 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
0.01%
$25,004
400 shares@ 62.51 avg price