WisdomTree US MidCap Dividend Fund
314 hedge funds and large institutions have $1.39B invested in WisdomTree US MidCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
7% less capital invested
Capital invested by funds: $1.49B → $1.39B (-$109M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Holders
314
Holding in Top 10
8
Calls
$327K
Puts
–
Top Buyers
| 1 | +$5.09M | |
| 2 | +$4.45M | |
| 3 | +$3.58M | |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.33M |
| 5 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
+$2.7M |
Top Sellers
| 1 | -$19.8M | |
| 2 | -$13.1M | |
| 3 | -$10.1M | |
| 4 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$5.96M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.75M |