WisdomTree US SmallCap Dividend Fund
320 hedge funds and large institutions have $955M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
16% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 121
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Holders
320
Holding in Top 10
6
Calls
$1.66M
Puts
–
Top Buyers
| 1 | +$15.6M | |
| 2 | +$8.71M | |
| 3 | +$5.05M | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.84M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$2.8M |
Top Sellers
| 1 | -$66.9M | |
| 2 | -$17.2M | |
| 3 | -$7.67M | |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$4.4M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.86M |