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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

115 hedge funds and large institutions have $481M invested in WisdomTree US MidCap Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
15
Increased
47
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
Daido Life Insurance Company
Japan
$4.61M
2
LFG
LifePlan Financial Group
Ohio
$4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$15.7M
4
CF
Copperwynd Financial
Arizona
$2.31M
5
Jane Street
Jane Street
New York
$2.82M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$86.9M
2
BFG
Barber Financial Group
Kansas
$2.63M
3
UBS Group
UBS Group
Switzerland
$36.2M
4
FIM
Freedom Investment Management
Connecticut
$0
5
IFWM
Institute for Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGC
126
Financial Gravity Companies
Texas
– -$10K -255 Closed
2 3 4 5
6