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WisdomTree US MidCap Dividend Fund
415 hedge funds and large institutions have $1.9B invested in WisdomTree US MidCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 146 increasing their positions, 173 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
2.65% more ownership
Funds ownership: 52.12% → 54.76% (+2.6%)
2% less capital invested
Capital invested by funds: $1.93B → $1.9B (-$33.5M)
3% less funds holding
Funds holding: 426 → 415 (-11)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
16% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 173
19% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 31
Holders
415
Holders Change
-11
Holders Change %
-2.58%
% of All Funds
5.99%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
25
Increased
146
Reduced
173
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$78.5M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$15.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.01M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$5.22M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.54M |
Top Sellers
| 1 |
Rockefeller Capital Management
New York
|
-$10.6M |
| 2 |
Morgan Stanley
New York
|
-$7.05M |
| 3 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$2.78M |
| 4 |
WB
West Bancorporation
West Des Moines,
Iowa
|
-$2.46M |
| 5 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$2.31M |
