EZM

Wisdomtree Us Midcap Fund

Latest period2026 - Q1Total superinvestors171

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 171 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

SuperinvestorPortfolio %Reported Value
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 16.67%
0.27%
$48.593M
722,893 shares@ 67.23 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -3.89%
0.01%
$38.989M
580,020 shares@ 67.22 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -2.21%
0.01%
$33.25M
494,646 shares@ 67.22 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 0.14%
0.01%
$30.915M
459,906 shares@ 67.23 avg price
Caroline D. Hoang@Truist Financial Corp
Recent Activity
Increased 17.07%
0.04%
$29.505M
438,925 shares@ 67.23 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 72.03%
0.01%
$28.847M
429,148 shares@ 67.23 avg price
Paul Schultz@Baird Financial Group, Inc.
Recent Activity
Decreased -2.95%
0.04%
$21.7M
322,814 shares@ 67.23 avg price
John O'Connor@Freedom Investment Management, Inc.
Recent Activity
Decreased -2.47%
5.87%
$19.766M
294,048 shares@ 67.23 avg price
Gregory Phillips@Cpc Advisors, Llc
Recent Activity
Increased 2.68%
2.86%
$17.632M
262,309 shares@ 67.22 avg price
Lior Keshet@Ieq Capital, Llc
Recent Activity
0.07%
$13.685M
203,578 shares@ 67.22 avg price

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