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WisdomTree US MidCap Dividend Fund
410 hedge funds and large institutions have $2B invested in WisdomTree US MidCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
133% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 24
19% more capital invested
Capital invested by funds: $1.68B → $2B (+$317M)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
8% more funds holding
Funds holding: 379 → 410 (+31)
4.23% more ownership
Funds ownership: 52.86% → 57.09% (+4.2%)
5% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 150
Holders
410
Holders Change
+31
Holders Change %
+8.18%
% of All Funds
5.98%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
56
Increased
143
Reduced
150
Closed
24
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$781K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$79.2M |
| 2 |
Bank of New York Mellon
New York
|
+$7.61M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.55M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$4.02M |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$2.72M |
