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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
WA
51
Waverly Advisors
Alabama
$3.07M
EAM
52
Evanson Asset Management
California
$3.02M
Citadel Advisors
53
Citadel Advisors
Florida
$2.87M
SPIA
54
Steward Partners Investment Advisory
New York
$2.74M
VCS
55
Vaughan & Co Securities
New Jersey
$2.48M
BFG
56
Beacon Financial Group
Texas
$2.38M
FNB
57
Farmers National Bank
Kentucky
$2.36M
AF
58
Advisornet Financial
Minnesota
$2.35M
SYBT
59
Stock Yards Bank & Trust
Kentucky
$2.22M
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$2.17M
MT
61
Midwest Trust
Kansas
$2.17M
FGWP
62
Founders Grove Wealth Partners
Virginia
$2.05M
Cerity Partners
63
Cerity Partners
New York
$2.03M
MSA
64
Marathon Strategic Advisors
Pennsylvania
$1.96M
GEA
65
Glen Eagle Advisors
New Jersey
$1.96M
CAL
66
Capital Analysts LLC
Pennsylvania
$1.95M
SL
67
Salomon & Ludwin
Virginia
$1.91M
P
68
&Partners
Tennessee
$1.91M
AG
69
Ascent Group
Virginia
$1.87M
AIM
70
Aspen Investment Management
Michigan
$1.86M
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.86M
1WA
72
180 Wealth Advisors
Washington
$1.83M
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$1.76M
MWM
74
Modera Wealth Management
New Jersey
$1.75M
MML Investors Services
75
MML Investors Services
Massachusetts
$1.74M