WisdomTree US MidCap Fund
EZM
EZM
129 hedge funds and large institutions have $382M invested in WisdomTree US MidCap Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
129
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$9.95M | |
| 2 | +$2.91M | |
| 3 | +$2.37M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.02M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.81M |
Top Sellers
| 1 | -$10.6M | |
| 2 | -$7.4M | |
| 3 | -$2.2M | |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$910K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$819K |