WisdomTree US SmallCap Dividend Fund
298 hedge funds and large institutions have $860M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 75 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
12% more capital invested
Capital invested by funds: $768M → $860M (+$92.4M)
8% more funds holding
Funds holding: 277 → 298 (+21)
1.93% more ownership
Funds ownership: 42.21% → 44.14% (+1.9%)
Holders
298
Holding in Top 10
5
Calls
$476K
Puts
$217K
Top Buyers
| 1 | +$3.38M | |
| 2 | +$2.17M | |
| 3 | +$1.93M | |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.91M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$1.32M |
Top Sellers
| 1 | -$14.1M | |
| 2 | -$4.12M | |
| 3 | -$1.96M | |
| 4 |
PWAC
Private Wealth Advisors (California)
Fresno,
California
|
-$1.8M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$1.05M |