WisdomTree US MidCap Fund
EZM
EZM
121 hedge funds and large institutions have $371M invested in WisdomTree US MidCap Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
67% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 18
Holders
121
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$16.7M | |
| 2 | +$10.2M | |
| 3 | +$4.93M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.02M |
| 5 |
Bank of New York Mellon
New York
|
+$1.89M |
Top Sellers
| 1 | -$5.37M | |
| 2 | -$1.79M | |
| 3 | -$1.59M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.58M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.2M |