WisdomTree US MidCap Dividend Fund
340 hedge funds and large institutions have $1.42B invested in WisdomTree US MidCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
4% less funds holding
Funds holding: 355 → 340 (-15)
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
Holders
340
Holding in Top 10
10
Calls
$358K
Puts
–
Top Buyers
| 1 | +$6.65M | |
| 2 | +$6.34M | |
| 3 | +$4.7M | |
| 4 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$4.28M |
| 5 |
SAS
Sanford Advisory Services
Portage,
Michigan
|
+$4.07M |
Top Sellers
| 1 | -$14.8M | |
| 2 | -$14M | |
| 3 | -$4.67M | |
| 4 |
LPL Financial
San Diego,
California
|
-$3.66M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$3.37M |