WisdomTree US MidCap Dividend Fund
366 hedge funds and large institutions have $1.67B invested in WisdomTree US MidCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 131 reducing their positions, and 28 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 ownership
Funds ownership: →
more funds holding
Funds holding: →
2% less capital invested
Capital invested by funds: $1.7B → $1.67B (-$26.8M)
12% less call options, than puts
Call options by funds: $865K | Put options by funds: $984K
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Holders
366
Holding in Top 10
8
Calls
$865K
Puts
$984K
Top Buyers
| 1 | +$7.89M | |
| 2 | +$7.56M | |
| 3 | +$7.12M | |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.35M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.4M |
Top Sellers
| 1 | -$13.2M | |
| 2 | -$8.9M | |
| 3 | -$6.03M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.25M |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$3.18M |