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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
176
$417K
177
$416K
178
$404K
179
$404K
180
$393K
181
$386K
182
$381K
183
$374K
184
$370K
185
$369K
186
$366K
187
$364K
188
$357K
189
$354K
190
$353K
191
$349K
192
$346K
193
$342K
194
$341K
195
$338K
196
$337K
197
$334K
198
$324K
199
$323K
200
$320K