WisdomTree US MidCap Fund
EZM
EZM
124 hedge funds and large institutions have $521M invested in WisdomTree US MidCap Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.88% more ownership
Funds ownership: 46.64% → 47.52% (+0.88%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Holders
124
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$9.05M | |
| 2 | +$3.67M | |
| 3 | +$2.64M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.4M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.79M |
Top Sellers
| 1 | -$2.31M | |
| 2 | -$2.15M | |
| 3 | -$1.59M | |
| 4 |
NWP
Northstar Wealth Partners
West Hartford,
Connecticut
|
-$775K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$766K |