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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 %
T
276
Tidemark
California
$25.2K -$5.11K -161 -17%
CAM
277
Creekmur Asset Management
Illinois
$23.7K +$14.9K +470 +171%
PB
278
Pinnacle Bancorp
Nebraska
$23.3K
UCB
279
United Community Bank
South Carolina
$21K
LFG
280
Larson Financial Group
Missouri
$20.7K -$7.72K -243 -27%
ADL
281
Asset Dedication LLC
California
$17.8K
HAP
282
Harbor Asset Planning
Massachusetts
$17.4K +$17.4K +548 New
AC
283
AlphaCore Capital
California
$16.7K +$16.7K +525 New
ACA
284
Aptus Capital Advisors
Alabama
$16.5K +$95 +3 +0.6%
CPG
285
Cornerstone Planning Group
New Jersey
$15.9K +$128 +4 +0.8%
TSMHT
286
Thurston Springer Miller Herd & Titak
Indiana
$14.9K +$32 +1 +0.2%
TRCT
287
Tower Research Capital (TRC)
New York
$9.72K +$9.72K +306 New
PSB
288
Piscataqua Savings Bank
New Hampshire
$8.19K
HCM
289
Hollencrest Capital Management
California
$8.07K
EAM
290
Eukles Asset Management
Ohio
$7.43K
HWM
291
Hemington Wealth Management
Virginia
$7K +$7K +250 New
GIM
292
Glenmede Investment Management
Pennsylvania
$6.67K +$6.67K +210 New
S
293
SignatureFD
Georgia
$6.35K -$36.9K -1,161 -85%
CAL
294
Capital Advisors Ltd
Ohio
$6K
BA
295
Bellwether Advisors
Nebraska
$5.4K
FGC
296
Financial Gravity Companies
Texas
$5.27K +$5.27K +166 New
RIL
297
Rothschild Investment LLC
Illinois
$4.77K +$32 +1 +0.7%
IWM
298
Inlight Wealth Management
Georgia
$4.76K
CFD
299
Creative Financial Designs
Indiana
$4.61K -$1.72K -54 -27%
JWA
300
JFS Wealth Advisors
Pennsylvania
$4.17K +$32 +1 +0.8%