WisdomTree US MidCap Dividend Fund
417 hedge funds and large institutions have $2.02B invested in WisdomTree US MidCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 141 increasing their positions, 171 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
less ownership
Funds ownership: →
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
18% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 171
Holders
417
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$27M | |
| 2 | +$10.2M | |
| 3 | +$6.02M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.73M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.03M |
Top Sellers
| 1 | -$23.7M | |
| 2 | -$16.5M | |
| 3 | -$15.1M | |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$7.97M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$7.37M |