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