WisdomTree US MidCap Fund
EZM
EZM
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
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.15M | |
| 2 | +$1.13M | |
| 3 | +$962K | |
| 4 |
IC
IEQ Capital
Foster City,
California
|
+$693K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$644K |
Top Sellers
| 1 | -$11.1M | |
| 2 | -$5.07M | |
| 3 | -$3.82M | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.88M |
| 5 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
-$2.07M |