WisdomTree US MidCap Fund
EZM
EZM
120 hedge funds and large institutions have $573M invested in WisdomTree US MidCap Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
3% less funds holding
Funds holding: 124 → 120 (-4)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Holders
120
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$13.6M | |
| 2 | +$12.2M | |
| 3 | +$2.91M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.87M |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$2.83M |
Top Sellers
| 1 | -$2.36M | |
| 2 | -$1.48M | |
| 3 | -$1.45M | |
| 4 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
-$1.04M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$960K |