WisdomTree US MidCap Fund
EZM
EZM
129 hedge funds and large institutions have $326M invested in WisdomTree US MidCap Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
63% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 41
Holders
129
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$10.4M | |
| 2 | +$7.41M | |
| 3 | +$6.23M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.19M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2M |
Top Sellers
| 1 | -$37M | |
| 2 | -$12.8M | |
| 3 | -$11.1M | |
| 4 |
Morgan Stanley
New York
|
-$11M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$6.95M |