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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 %
WB
251
Webster Bank
Connecticut
$82.7K
US Bancorp
252
US Bancorp
Minnesota
$81.8K -$80K -2,518 -49%
HBW
253
Hazlett, Burt & Watson
West Virginia
$80K +$666 +21 +0.8%
PPA
254
Painted Porch Advisors
California
$75.6K
CIAS
255
Capital Investment Advisory Services
North Carolina
$68.9K -$1.49K -47 -2%
NP
256
NorthRock Partners
Minnesota
$66.8K -$45.9K -1,445 -41%
GRP
257
Global Retirement Partners
California
$66.6K +$66.6K +2,096 New
VCM
258
Versant Capital Management
Arizona
$61.7K
HWA
259
Heritage Wealth Advisors
Virginia
$56.2K -$54K -1,700 -49%
EWM
260
Evermay Wealth Management
Virginia
$50.7K
TCOV
261
Trust Company of Vermont
Vermont
$50.2K
BONH
262
Bank of New Hampshire
New Hampshire
$48.9K -$41.3K -1,300 -46%
FG
263
Fairman Group
Pennsylvania
$48.2K
OP
264
ORG Partners
Indiana
$48K
MSG
265
Main Street Group
Virginia
$48K +$349 +11 +0.7%
SS
266
SBI Securities
Japan
$45.2K +$413 +13 +0.9%
VC
267
Vestor Capital
Illinois
$42K -$2.29M -67,672 -98%
PTC
268
Private Trust Company
Ohio
$41.2K -$27.4K -863 -40%
CMBA
269
C.M. Bidwell & Associates
Hawaii
$40.6K
AP
270
Aspect Partners
Virginia
$39.1K +$317 +10 +0.8%
API
271
Asset Planning Inc
California
$33.3K
William Blair & Company
272
William Blair & Company
Illinois
$32.8K
KSB
273
Kennebec Savings Bank
Maine
$32.7K +$32.7K +1,030 New
MTIC
274
Missouri Trust & Investment Company
Missouri
$31K
HIW
275
Holos Integrated Wealth
Pennsylvania
$25.9K