WisdomTree US MidCap Fund
EZM
EZM
158 hedge funds and large institutions have $654M invested in WisdomTree US MidCap Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
2.21% more ownership
Funds ownership: 54.88% → 57.09% (+2.2%)
25% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 53
Holders
158
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$86.8M | |
| 2 | +$6M | |
| 3 | +$3.3M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.27M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$2.13M |
Top Sellers
| 1 | -$15.5M | |
| 2 | -$7.45M | |
| 3 | -$5.41M | |
| 4 |
Goldman Sachs
New York
|
-$4.02M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.51M |