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