WisdomTree US SmallCap Dividend Fund
294 hedge funds and large institutions have $805M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
13% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 112
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
294
Holding in Top 10
3
Calls
$429K
Puts
–
Top Buyers
| 1 | +$6.89M | |
| 2 | +$4.45M | |
| 3 | +$3.63M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.34M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.79M |
Top Sellers
| 1 | -$30.9M | |
| 2 | -$17.8M | |
| 3 | -$9.79M | |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$3.98M |
| 5 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
-$3.23M |