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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
CRC
26
Curi RMB Capital
Illinois
$6.89M
HA
27
HC Advisors
Georgia
$6.3M
PCG
28
Prosperity Consulting Group
Maryland
$6.17M
HHRDM
29
H&H Retirement Design & Management
Nevada
$5.57M
CFP
30
Cascade Financial Partners
California
$5.34M
KFI
31
Key Financial Inc
Pennsylvania
$5.32M
DSCM
32
Del-Sette Capital Management
New York
$5.22M
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$5.07M
Baird Financial Group
34
Baird Financial Group
Wisconsin
$4.84M
Bank of New York Mellon
35
Bank of New York Mellon
New York
$4.75M
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$4.64M
Truist Financial
37
Truist Financial
North Carolina
$4.59M
LKWM
38
Lee-Kelleher Wealth Management
Maryland
$4.56M
Stifel Financial
39
Stifel Financial
Missouri
$4.53M
MPW
40
Melone Private Wealth
Michigan
$4.51M
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$4.5M
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$4.22M
PPW
43
Parcion Private Wealth
Washington
$4.11M
EWM
44
Empirical Wealth Management
Washington
$3.83M
FFA
45
Frazier Financial Advisors
Ohio
$3.8M
C
46
Croban
Ohio
$3.77M
HighTower Advisors
47
HighTower Advisors
Illinois
$3.64M
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$3.34M
AAS
49
Avantax Advisory Services
Texas
$3.18M
SEIA
50
Signature Estate & Investment Advisors
California
$3.16M