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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 %
RI
301
Ridgewood Investments
New Jersey
$3.62K
ETC
302
Exchange Traded Concepts
Oklahoma
$3.56K +$3.56K +112 New
BHWM
303
Beaird Harris Wealth Management
Texas
$3.4K +$3.4K +107 New
CAM
304
Costello Asset Management
Pennsylvania
$3.26K -$412 -13 -11%
GIA
305
GHP Investment Advisors
Colorado
$3.18K -$10.5K -330 -77%
RFG
306
REAP Financial Group
Texas
$2.92K
Russell Investments Group
307
Russell Investments Group
United Kingdom
$2.57K +$2.57K +81 New
CJH
308
Christopher J. Hasenberg
Wisconsin
$1.84K +$1.84K +58 New
SAM
309
Smartleaf Asset Management
Massachusetts
$1.78K +$159 +5 +10%
BCWM
310
Bartlett & Co Wealth Management
Ohio
$1.4K
PSFG
311
Park Square Financial Group
Georgia
$1.3K +$127 +4 +11%
IWM
312
IMG Wealth Management
Florida
$965
CT
313
Clearstead Trust
Maine
$667
BBHC
314
Brown Brothers Harriman & Co
New York
$635 -$3.65K -115 -85%
SFA
315
Semmax Financial Advisors
North Carolina
$64
GS
316
GWN Securities
Florida
-$2.51M -79,659 Closed
FCI
317
Financial Counselors Inc
Kansas
-$2.26M -70,659 Closed
AWS
318
Atria Wealth Solutions
New York
-$648K -20,266 Closed
PWP
319
Principle Wealth Partners
Connecticut
-$506K -15,820 Closed
AIA
320
AssuredPartners Investment Advisors
Florida
-$497K -15,564 Closed
CWP
321
Cyndeo Wealth Partners
Florida
-$328K -10,254 Closed
CASB
322
Cape Ann Savings Bank
Massachusetts
-$221K -6,905 Closed
Neuberger Berman Group
323
Neuberger Berman Group
New York
-$220K -6,878 Closed
FG
324
Fiduciary Group
Georgia
-$215K -6,740 Closed
MCP
325
Mirador Capital Partners
California
-$215K -6,726 Closed