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WisdomTree US SmallCap Dividend Fund

317 hedge funds and large institutions have $901M 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, 126 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:

0% less funds holding

Funds holding: 318317 (-1)

17% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 126

Holders
317
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
MTIC
276
Missouri Trust & Investment Company
Missouri
$31K
HIW
277
Holos Integrated Wealth
Pennsylvania
$25.9K
T
278
Tidemark
California
$25.2K
CAM
279
Creekmur Asset Management
Illinois
$23.7K
PB
280
Pinnacle Bancorp
Nebraska
$23.3K
UCB
281
United Community Bank
South Carolina
$21K
LFG
282
Larson Financial Group
Missouri
$20.7K
ADL
283
Asset Dedication LLC
California
$17.8K
HAP
284
Harbor Asset Planning
Massachusetts
$17.4K
AC
285
AlphaCore Capital
California
$16.7K
ACA
286
Aptus Capital Advisors
Alabama
$16.5K
CPG
287
Cornerstone Planning Group
New Jersey
$15.9K
TSMHT
288
Thurston Springer Miller Herd & Titak
Indiana
$14.9K
TRCT
289
Tower Research Capital (TRC)
New York
$9.72K
PSB
290
Piscataqua Savings Bank
New Hampshire
$8.19K
HCM
291
Hollencrest Capital Management
California
$8.07K
EAM
292
Eukles Asset Management
Ohio
$7.43K
HWM
293
Hemington Wealth Management
Virginia
$7K
GIM
294
Glenmede Investment Management
Pennsylvania
$6.67K
S
295
SignatureFD
Georgia
$6.35K
CAL
296
Capital Advisors Ltd
Ohio
$6K
BA
297
Bellwether Advisors
Nebraska
$5.4K
FGC
298
Financial Gravity Companies
Texas
$5.27K
RIL
299
Rothschild Investment LLC
Illinois
$4.77K
IWM
300
Inlight Wealth Management
Georgia
$4.76K