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WisdomTree US SmallCap Dividend Fund
312 hedge funds and large institutions have $996M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 109 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
112% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 17
24% more capital invested
Capital invested by funds: $805M → $996M (+$191M)
6% more funds holding
Funds holding: 294 → 312 (+18)
4.64% more ownership
Funds ownership: 45.04% → 49.69% (+4.6%)
4% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 109
Holders
312
Holders Change
+18
Holders Change %
+6.12%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
36
Increased
105
Reduced
109
Closed
17
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
-$40K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$62.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.29M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$5.25M |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$3.97M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$3.81M |
