WisdomTree US MidCap Dividend Fund
279 hedge funds and large institutions have $1.12B invested in WisdomTree US MidCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 138 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
52% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 138
Holders
279
Holding in Top 10
6
Calls
$483K
Puts
–
Top Buyers
| 1 | +$7.73M | |
| 2 | +$2.65M | |
| 3 | +$2.54M | |
| 4 |
Goldman Sachs
New York
|
+$2.21M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$1.73M |
Top Sellers
| 1 | -$18M | |
| 2 | -$16M | |
| 3 | -$15.7M | |
| 4 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
-$14.8M |
| 5 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
-$11.8M |