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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
HIW
276
Holos Integrated Wealth
Pennsylvania
$25.9K
T
277
Tidemark
California
$25.2K
CAM
278
Creekmur Asset Management
Illinois
$23.7K
PB
279
Pinnacle Bancorp
Nebraska
$23.3K
UCB
280
United Community Bank
South Carolina
$21K
LFG
281
Larson Financial Group
Missouri
$20.7K
ADL
282
Asset Dedication LLC
California
$17.8K
HAP
283
Harbor Asset Planning
Massachusetts
$17.4K
AC
284
AlphaCore Capital
California
$16.7K
ACA
285
Aptus Capital Advisors
Alabama
$16.5K
CPG
286
Cornerstone Planning Group
New Jersey
$15.9K
TSMHT
287
Thurston Springer Miller Herd & Titak
Indiana
$14.9K
TRCT
288
Tower Research Capital (TRC)
New York
$9.72K
PSB
289
Piscataqua Savings Bank
New Hampshire
$8.19K
HCM
290
Hollencrest Capital Management
California
$8.07K
EAM
291
Eukles Asset Management
Ohio
$7.43K
HWM
292
Hemington Wealth Management
Virginia
$7K
GIM
293
Glenmede Investment Management
Pennsylvania
$6.67K
S
294
SignatureFD
Georgia
$6.35K
CAL
295
Capital Advisors Ltd
Ohio
$6K
BA
296
Bellwether Advisors
Nebraska
$5.4K
FGC
297
Financial Gravity Companies
Texas
$5.27K
RIL
298
Rothschild Investment LLC
Illinois
$4.77K
IWM
299
Inlight Wealth Management
Georgia
$4.76K
CFD
300
Creative Financial Designs
Indiana
$4.61K