WisdomTree US MidCap Dividend Fund
425 hedge funds and large institutions have $1.93B invested in WisdomTree US MidCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 163 increasing their positions, 154 reducing their positions, and 25 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
4.97% less ownership
Funds ownership: 57.08% → 52.11% (-5%)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
Holders
425
Holding in Top 10
10
Calls
$2K
Puts
–
Top Buyers
| 1 | +$20M | |
| 2 | +$13M | |
| 3 | +$7.61M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.25M |
| 5 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$4.14M |
Top Sellers
| 1 | -$123M | |
| 2 | -$76.6M | |
| 3 | -$16M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14M |
| 5 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
-$10.4M |