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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 %
WA
51
Waverly Advisors
Alabama
$3.07M -$168K -5,274 -5%
EAM
52
Evanson Asset Management
California
$3.02M +$83.9K +2,641 +3%
Citadel Advisors
53
Citadel Advisors
Florida
$2.87M +$2.87M +90,215 New
SPIA
54
Steward Partners Investment Advisory
New York
$2.74M +$713K +22,449 +35%
VCS
55
Vaughan & Co Securities
New Jersey
$2.48M -$44.5K -1,401 -2%
BFG
56
Beacon Financial Group
Texas
$2.38M -$178K -5,599 -7%
FNB
57
Farmers National Bank
Kentucky
$2.36M +$107K +3,371 +5%
AF
58
Advisornet Financial
Minnesota
$2.35M +$1.32M +41,497 +128%
SYBT
59
Stock Yards Bank & Trust
Kentucky
$2.22M +$300K +9,438 +16%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$2.18M +$2.18M +68,484 New
MT
61
Midwest Trust
Kansas
$2.17M +$2.17M +68,460 New
FGWP
62
Founders Grove Wealth Partners
Virginia
$2.05M -$115K -3,629 -5%
Cerity Partners
63
Cerity Partners
New York
$2.03M -$180K -5,679 -8%
MSA
64
Marathon Strategic Advisors
Pennsylvania
$1.96M +$74.9K +2,359 +4%
GEA
65
Glen Eagle Advisors
New Jersey
$1.96M -$267K -8,420 -12%
CAL
66
Capital Analysts LLC
Pennsylvania
$1.95M +$178K +5,596 +10%
SL
67
Salomon & Ludwin
Virginia
$1.91M -$25.6K -777 -1%
P
68
&Partners
Tennessee
$1.91M +$257K +8,094 +16%
AG
69
Ascent Group
Virginia
$1.87M -$77.5K -2,440 -4%
AIM
70
Aspen Investment Management
Michigan
$1.86M -$9.43K -297 -0.5%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.86M -$42.8K -1,348 -2%
1WA
72
180 Wealth Advisors
Washington
$1.83M -$17K -536 -0.9%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$1.76M +$381 +12 +0%
MWM
74
Modera Wealth Management
New Jersey
$1.75M -$5.56K -175 -0.3%
MML Investors Services
75
MML Investors Services
Massachusetts
$1.74M +$59.3K +1,868 +4%