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WisdomTree US SmallCap Dividend Fund

316 hedge funds and large institutions have $900M 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 318316 (-2)

17% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 125

Holders
316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
226
Navis Wealth Advisors
New York
$228K
AIA
227
Ally Invest Advisors
North Carolina
$226K
MIC
228
Meridian Investment Counsel
California
$222K
JWCA
229
J.W. Cole Advisors
Florida
$221K
AF
230
Allworth Financial
California
$218K
HAM
231
Hickory Asset Management
Ohio
$214K
CICC
232
Capital Investment Counsel (Colorado)
Colorado
$214K
BFS
233
Bradley Foster & Sargent
Connecticut
$213K
WFP
234
Wrenne Financial Planning
Kentucky
$207K
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$206K
AWP
236
Axis Wealth Partners
Rhode Island
$201K
OIA
237
Optimum Investment Advisors
Illinois
$180K
GWM
238
Geneos Wealth Management
Colorado
$177K
HI
239
Harbour Investments
Wisconsin
$177K
CT
240
Caldwell Trust
Florida
$174K
GWSG
241
GPS Wealth Strategies Group
Colorado
$168K
EWM
242
Evolution Wealth Management
Florida
$163K
AWM
243
AE Wealth Management
Kansas
$123K
MA
244
MCF Advisors
Kentucky
$115K
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$114K
CT
246
Colonial Trust
South Carolina
$103K
MFT
247
Moisand Fitzgerald Tamayo
Florida
$103K
DFA
248
DHJJ Financial Advisors
Illinois
$93.1K
VCM
249
Viewpoint Capital Management
Washington
$90.7K
AAS
250
Ameritas Advisory Services
Nebraska
$85.3K