WisdomTree US MidCap Dividend Fund
408 hedge funds and large institutions have $2B invested in WisdomTree US MidCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 149 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
4.23% more ownership
Funds ownership: 52.85% → 57.08% (+4.2%)
4% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 149
Holders
408
Holding in Top 10
13
Calls
$1K
Puts
–
Top Buyers
| 1 | +$86.3M | |
| 2 | +$8.29M | |
| 3 | +$8.22M | |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$4.32M |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$2.97M |
Top Sellers
| 1 | -$18.6M | |
| 2 | -$13.8M | |
| 3 | -$3.57M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.43M |
| 5 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
-$3.4M |