WisdomTree US MidCap Fund
EZM
EZM
152 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
4.19% less ownership
Funds ownership: 61.61% → 57.41% (-4.2%)
20% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 49
Holders
152
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$8.88M | |
| 2 | +$5.89M | |
| 3 | +$3.04M | |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
+$2.72M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.61M |
Top Sellers
| 1 | -$30.6M | |
| 2 | -$15.3M | |
| 3 | -$7.47M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.35M |
| 5 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
-$5.21M |