WisdomTree US MidCap Dividend Fund
378 hedge funds and large institutions have $1.68B invested in WisdomTree US MidCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 142 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
2% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 142
0.26% more ownership
Funds ownership: 52.59% → 52.85% (+0.26%)
3% less capital invested
Capital invested by funds: $1.73B → $1.68B (-$45.1M)
Holders
378
Holding in Top 10
11
Calls
$786K
Puts
$4K
Top Buyers
| 1 | +$9.92M | |
| 2 | +$8.71M | |
| 3 | +$3.84M | |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$3.4M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.49M |
Top Sellers
| 1 | -$14.4M | |
| 2 | -$8.99M | |
| 3 | -$4.49M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.32M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$3.72M |