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WisdomTree US SmallCap Dividend Fund

311 hedge funds and large institutions have $996M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.63% more ownership

Funds ownership: 45.04%49.68% (+4.6%)

4% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 109

Holders
311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$389K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$69.3M
2 +$5.86M
3 +$5.67M
4
MWM
Meridian Wealth Management
Kentucky
+$4.4M
5
M&T Bank
M&T Bank
New York
+$4.22M

Top Sellers

1 -$26.7M
2 -$15.8M
3 -$5.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$829K
127
$817K
128
$814K
129
$812K
130
$800K
131
$798K
132
$794K
133
$777K
134
$775K
135
$766K
136
$746K
137
$741K
138
$739K
139
$722K
140
$720K
141
$685K
142
$677K
143
$676K
144
$664K
145
$646K
146
$643K
147
$639K
148
$625K
149
$619K
150
$612K