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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 %
CRC
26
Curi RMB Capital
Illinois
$6.89M +$1.39M +43,830 +25%
HA
27
HC Advisors
Georgia
$6.3M +$142K +4,475 +2%
PCG
28
Prosperity Consulting Group
Maryland
$6.17M -$319K -10,051 -5%
HHRDM
29
H&H Retirement Design & Management
Nevada
$5.57M +$545K +16,819 +11%
CFP
30
Cascade Financial Partners
California
$5.34M -$110K -3,477 -2%
KFI
31
Key Financial Inc
Pennsylvania
$5.32M -$331K -10,414 -6%
DSCM
32
Del-Sette Capital Management
New York
$5.22M -$17.8K -559 -0.3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$5.07M -$16.4K -495 -0.3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$4.84M -$543K -17,108 -10%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$4.75M +$875K +27,537 +23%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$4.64M +$3.66M +115,227 +374%
Truist Financial
37
Truist Financial
North Carolina
$4.59M -$4.87M -153,318 -51%
LKWM
38
Lee-Kelleher Wealth Management
Maryland
$4.56M +$215K +6,764 +5%
Stifel Financial
39
Stifel Financial
Missouri
$4.53M -$2.88M -90,756 -39%
MPW
40
Melone Private Wealth
Michigan
$4.51M +$1.37K +43 +0%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$4.5M -$105K -3,311 -2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$4.22M -$279K -8,773 -6%
PPW
43
Parcion Private Wealth
Washington
$4.11M
EWM
44
Empirical Wealth Management
Washington
$3.83M -$458K -14,415 -11%
FFA
45
Frazier Financial Advisors
Ohio
$3.8M +$9.53K +300 +0.3%
C
46
Croban
Ohio
$3.77M -$4.73K -149 -0.1%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.64M +$55.8K +1,758 +2%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$3.34M +$116K +3,637 +4%
AAS
49
Avantax Advisory Services
Texas
$3.18M -$238K -7,497 -7%
SEIA
50
Signature Estate & Investment Advisors
California
$3.16M +$81.7K +2,571 +3%