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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 %
JFA
76
JNBA Financial Advisors
Minnesota
$1.73M
CFA
77
Cahill Financial Advisors
Minnesota
$1.72M +$27.6K +869 +2%
FRA
78
FFG Retirement Advisors
Colorado
$1.59M +$63.7K +2,006 +4%
AWM
79
Apollon Wealth Management
South Carolina
$1.57M -$40.2K -1,266 -2%
PAG
80
Powers Advisory Group
Illinois
$1.56M +$33.6K +1,059 +2%
NB
81
NBT Bank
New York
$1.55M +$16.6K +522 +1%
FAP
82
Financial Advisory Partners
Florida
$1.52M +$151K +4,742 +11%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.52M -$34.1K -1,075 -2%
SHFA
84
SC&H Financial Advisors
Maryland
$1.47M +$167K +5,265 +13%
TA
85
TFG Advisers
Michigan
$1.43M -$39.8K -1,254 -3%
ONSWM
86
Old North State Wealth Management
North Carolina
$1.33M -$2.51K -79 -0.2%
IWA
87
Inspirion Wealth Advisors
Illinois
$1.31M -$79.7K -2,511 -6%
IWP
88
IAG Wealth Partners
Wisconsin
$1.28M -$74.1K -2,332 -5%
PTP
89
Platform Technology Partners
New York
$1.26M
WB
90
WesBanco Bank
West Virginia
$1.24M +$76.7K +2,415 +7%
IBOK
91
Independence Bank of Kentucky
Kentucky
$1.18M -$18.9K -595 -2%
UAG
92
United Advisor Group
Ohio
$1.17M +$11K +345 +0.9%
HHGA
93
Halbert Hargrove Global Advisors
California
$1.15M
FVCM
94
F&V Capital Management
Florida
$1.12M -$465K -14,650 -29%
WW
95
Waterfront Wealth
Kansas
$1.1M -$1.78K -56 -0.2%
NA
96
NewEdge Advisors
Louisiana
$1.1M +$56K +1,764 +5%
GIA
97
Gladstone Institutional Advisory
Florida
$1.1M +$59.1K +1,860 +6%
HIA
98
Harbor Investment Advisory
Maryland
$1.08M +$15.2K +480 +1%
Two Sigma Investments
99
Two Sigma Investments
New York
$1.06M -$2.2M -69,300 -67%
PS
100
Principal Securities
Iowa
$1.02M +$42.9K +1,350 +4%