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WisdomTree US MidCap Fund
EZM

Overview Fund Trends Analyst Outlook Journalist POV

143 hedge funds and large institutions have $411M invested in WisdomTree US MidCap Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less funds holding

Funds holding: →

14% less capital invested

Capital invested by funds: $476M → $411M (-$64.7M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
143
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.15M
2
+$1.13M
3
+$962K
4
IC
IEQ Capital
California
+$693K
5
PAG
Private Advisor Group
New Jersey
+$644K

Top Sellers

1
-$11.1M
2
-$5.07M
3
-$3.82M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.88M
5
CWA
CM Wealth Advisors
Ohio
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$3.92M
27
$3.58M
28
$3.14M
29
$2.83M
30
$2.67M
31
$2.54M
32
$2.4M
33
$2.19M
34
$2.13M
35
$2.07M
36
$2.02M
37
$1.93M
38
$1.88M
39
$1.77M
40
$1.46M
41
$1.37M
42
$1.32M
43
$1.29M
44
$1.25M
45
$1.19M
46
$1.02M
47
$1.01M
48
$962K
49
$954K
50
$934K
1
2
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