WisdomTree US MidCap Fund
EZM
EZM
146 hedge funds and large institutions have $497M invested in WisdomTree US MidCap Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 41 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 41
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
146
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$27.5M | |
| 2 | +$20.8M | |
| 3 | +$16.6M | |
| 4 |
JPMorgan Chase & Co
New York
|
+$7.56M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.86M |
Top Sellers
| 1 | -$11.6M | |
| 2 | -$3.21M | |
| 3 | -$2.92M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.22M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.5M |