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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
CA
251
CoreCap Advisors
Michigan
$82.8K
WB
252
Webster Bank
Connecticut
$82.7K
US Bancorp
253
US Bancorp
Minnesota
$81.8K
HBW
254
Hazlett, Burt & Watson
West Virginia
$80K
PPA
255
Painted Porch Advisors
California
$75.6K
CIAS
256
Capital Investment Advisory Services
North Carolina
$68.9K
NP
257
NorthRock Partners
Minnesota
$66.8K
GRP
258
Global Retirement Partners
California
$66.6K
VCM
259
Versant Capital Management
Arizona
$61.7K
HWA
260
Heritage Wealth Advisors
Virginia
$56.2K
EWM
261
Evermay Wealth Management
Virginia
$50.7K
TCOV
262
Trust Company of Vermont
Vermont
$50.2K
BONH
263
Bank of New Hampshire
New Hampshire
$48.9K
FG
264
Fairman Group
Pennsylvania
$48.2K
OP
265
ORG Partners
Indiana
$48K
MSG
266
Main Street Group
Virginia
$48K
SS
267
SBI Securities
Japan
$45.2K
VC
268
Vestor Capital
Illinois
$42K
PTC
269
Private Trust Company
Ohio
$41.2K
CMBA
270
C.M. Bidwell & Associates
Hawaii
$40.6K
AP
271
Aspect Partners
Virginia
$39.1K
API
272
Asset Planning Inc
California
$33.3K
William Blair & Company
273
William Blair & Company
Illinois
$32.8K
KSB
274
Kennebec Savings Bank
Maine
$32.7K
MTIC
275
Missouri Trust & Investment Company
Missouri
$31K