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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
1
$137M
2
$60.7M
3
$60.7M
4
$55.7M
5
$50.6M
6
$34.5M
7
$29.2M
8
$26.1M
9
$22.9M
10
$20.6M
11
$19.3M
12
$17.2M
13
$17M
14
$12.7M
15
$11M
16
$10.6M
17
$10.4M
18
$10.2M
19
$10M
20
$9.8M
21
$9.77M
22
$9.47M
23
$9.15M
24
$8.5M
25
$8.13M