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WisdomTree US SmallCap Dividend Fund

315 hedge funds and large institutions have $911M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
104
Reduced
125
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWA
226
Navis Wealth Advisors
New York
$228K -$210K -6,613 -48%
AIA
227
Ally Invest Advisors
North Carolina
$226K -$12K -378 -5%
MIC
228
Meridian Investment Counsel
California
$222K
JWCA
229
J.W. Cole Advisors
Florida
$221K +$221K +6,959 New
AF
230
Allworth Financial
California
$218K
HAM
231
Hickory Asset Management
Ohio
$214K -$826 -26 -0.4%
CICC
232
Capital Investment Counsel (Colorado)
Colorado
$214K -$83.5K -2,630 -28%
BFS
233
Bradley Foster & Sargent
Connecticut
$213K +$213K +6,692 New
WFP
234
Wrenne Financial Planning
Kentucky
$207K
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$206K +$25K +788 +14%
AWP
236
Axis Wealth Partners
Rhode Island
$201K -$10.7K -336 -5%
OIA
237
Optimum Investment Advisors
Illinois
$180K
GWM
238
Geneos Wealth Management
Colorado
$177K -$218K -6,851 -55%
HI
239
Harbour Investments
Wisconsin
$177K -$7.59K -239 -4%
GWSG
240
GPS Wealth Strategies Group
Colorado
$168K +$2.29K +72 +1%
EWM
241
Evolution Wealth Management
Florida
$163K +$163K +5,130 New
AWM
242
AE Wealth Management
Kansas
$123K +$13.6K +428 +12%
MA
243
MCF Advisors
Kentucky
$115K
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$114K
CT
245
Colonial Trust
South Carolina
$103K -$34.3K -1,077 -25%
MFT
246
Moisand Fitzgerald Tamayo
Florida
$103K
DFA
247
DHJJ Financial Advisors
Illinois
$93.1K +$93.1K +2,931 New
VCM
248
Viewpoint Capital Management
Washington
$90.7K
AAS
249
Ameritas Advisory Services
Nebraska
$85.3K +$85.3K +2,687 New
CA
250
CoreCap Advisors
Michigan
$82.8K +$9.27K +292 +13%