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
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Increased 1.55%
1.01%
$5.07M
81,113 shares@ 62.52 avg price
Aryn Sands@Lauer Wealth, Llc
Recent Activity
Increased 2.98%
3.16%
$4.718M
75,480 shares@ 62.51 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 4.51%
0.01%
$3.192M
51,070 shares@ 62.51 avg price
Matthew Borland@Culbertson A N & Co Inc
Recent Activity
Decreased -0.1%
0.47%
$2.9M
46,387 shares@ 62.51 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
0.06%
$1.308M
20,925 shares@ 62.52 avg price
Rita Rhodes@Envision Financial Llc
Recent Activity
New Position
0.69%
$852,920
13,645 shares@ 62.51 avg price
Faith Vincent@Lbj Family Wealth Advisors, Ltd.
Recent Activity
0.42%
$650,000
10,659 shares@ 60.99 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$522,612
8,383 shares@ 62.35 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Decreased -2.74%
0.15%
$504,146
8,065 shares@ 62.52 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 0.02%
0.08%
$452,310
7,236 shares@ 62.51 avg price