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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘24
DWM icon
5151
WisdomTree International Equity Fund
DWM
$681M
0 10 10 40.2%
GABC icon
5152
German American Bancorp
GABC
$1.92B
0 11 11 44.6%
SLRC icon
5153
SLR Investment Corp
SLRC
$696M
0 21 21 20.7%
VMO icon
5154
Invesco Municipal Opportunity Trust
VMO
$654M
0 14 14 3.77%
NXTG icon
5155
First Trust Indxx NextG ETF
NXTG
$540M
0 11 11 78%
CRCT icon
5156
Cricut
CRCT
$976M
0 23 23 22.4%
EPS icon
5157
WisdomTree US LargeCap Fund
EPS
$1.58B
0 8 8 36.5%
PDO
5158
PIMCO Dynamic Income Opportunities Fund
PDO
$1.87B
0 14 14 1.2%
FORR icon
5159
Forrester Research
FORR
$189M
0 25 25 43%
EU
5160
enCore Energy
EU
$219M
0 20 20 71.3%
ISCV icon
5161
iShares Morningstar Small-Cap Value ETF
ISCV
$695M
0 8 8 37.9%
RWK icon
5162
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.32B
0 16 16 36.3%
BJAN icon
5163
Innovator US Equity Buffer ETF January
BJAN
$343M
0 5 5 30.7%
ACDC icon
5164
ProFrac Holding
ACDC
$671M
0 19 19 49.9%
GNE icon
5165
Genie Energy
GNE
$373M
0 19 19 3.42%
IE icon
5166
Ivanhoe Electric
IE
$1.48B
0 17 17 0.32%
GWH icon
5167
ESS Tech
GWH
$22.3M
0 28 28 93.8%
PBE icon
5168
Invesco Biotechnology & Genome ETF
PBE
$286M
0 7 7 40.6%
UTMD icon
5169
Utah Medical Products
UTMD
$222M
0 20 20 4.13%
BOE icon
5170
BlackRock Enhanced Global Dividend Trust
BOE
$675M
0 10 10 14.4%
ACRS icon
5171
Aclaris Therapeutics
ACRS
$743M
0 24 24 384%
JPIN icon
5172
JPMorgan Diversified Return International Equity ETF
JPIN
$372M
0 8 8 37.5%
AQST icon
5173
Aquestive Therapeutics
AQST
$467M
0 31 31 43.1%
EUSA icon
5174
iShares MSCI USA Equal Weighted ETF
EUSA
$1.82B
0 12 12 29.9%
BSEP icon
5175
Innovator US Equity Buffer ETF September
BSEP
$216M
0 5 5 30.4%