WisdomTree US SmallCap Dividend Fund
294 hedge funds and large institutions have $844M invested in WisdomTree US SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
2% less capital invested
Capital invested by funds: $860M → $844M (-$15.8M)
1% less funds holding
Funds holding: 298 → 294 (-4)
Holders
294
Holding in Top 10
5
Calls
$300K
Puts
–
Top Buyers
| 1 | +$4.26M | |
| 2 | +$3.86M | |
| 3 | +$3.65M | |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.46M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$2.03M |
Top Sellers
| 1 | -$15.5M | |
| 2 | -$5.92M | |
| 3 | -$4.24M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.4M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$2.28M |