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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
201
$319K
202
$315K
203
$302K
204
$298K
205
$297K
206
$288K
207
$287K
208
$279K
209
$276K
210
$269K
211
$259K
212
$255K
213
$254K
214
$249K
215
$248K
216
$245K
217
$232K
218
$230K
219
$230K
220
$225K
221
$221K
222
$219K
223
$218K
224
$217K
225
$213K