DES icon

WisdomTree US SmallCap Dividend Fund

277 hedge funds and large institutions have $768M invested in WisdomTree US SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 101 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $805M → $768M (-$37.1M)

14% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 101

Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$506K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$71.8M
2
$47.3M
3
$46.7M
4
$46.2M
5
$41.3M
6
$37.1M
7
$32.8M
8
$26M
9
$24M
10
$19.3M
11
$16.6M
12
$16.1M
13
$14.7M
14
$14.1M
15
$13.3M
16
$12.6M
17
$11.5M
18
$9.68M
19
$9.48M
20
$9.37M
21
$8.68M
22
$8.41M
23
$6.67M
24
$5.82M
25
$5.53M