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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
CFD
301
Creative Financial Designs
Indiana
$4.61K
JWA
302
JFS Wealth Advisors
Pennsylvania
$4.17K
RI
303
Ridgewood Investments
New Jersey
$3.62K
ETC
304
Exchange Traded Concepts
Oklahoma
$3.56K
BHWM
305
Beaird Harris Wealth Management
Texas
$3.4K
CAM
306
Costello Asset Management
Pennsylvania
$3.26K
GIA
307
GHP Investment Advisors
Colorado
$3.18K
RFG
308
REAP Financial Group
Texas
$2.92K
Russell Investments Group
309
Russell Investments Group
United Kingdom
$2.57K
CJH
310
Christopher J. Hasenberg
Wisconsin
$1.84K
SAM
311
Smartleaf Asset Management
Massachusetts
$1.78K
BCWM
312
Bartlett & Co Wealth Management
Ohio
$1.4K
PSFG
313
Park Square Financial Group
Georgia
$1.3K
IWM
314
IMG Wealth Management
Florida
$965
CT
315
Clearstead Trust
Maine
$667
BBHC
316
Brown Brothers Harriman & Co
New York
$635
SFA
317
Semmax Financial Advisors
North Carolina
$64
GS
318
GWN Securities
Florida
FCI
319
Financial Counselors Inc
Kansas
AWS
320
Atria Wealth Solutions
New York
PWP
321
Principle Wealth Partners
Connecticut
AIA
322
AssuredPartners Investment Advisors
Florida
CWP
323
Cyndeo Wealth Partners
Florida
CASB
324
Cape Ann Savings Bank
Massachusetts
Neuberger Berman Group
325
Neuberger Berman Group
New York