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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
JFA
76
JNBA Financial Advisors
Minnesota
$1.73M
CFA
77
Cahill Financial Advisors
Minnesota
$1.72M
FRA
78
FFG Retirement Advisors
Colorado
$1.59M
AWM
79
Apollon Wealth Management
South Carolina
$1.57M
PAG
80
Powers Advisory Group
Illinois
$1.56M
NB
81
NBT Bank
New York
$1.55M
FAP
82
Financial Advisory Partners
Florida
$1.52M
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.52M
SHFA
84
SC&H Financial Advisors
Maryland
$1.47M
TA
85
TFG Advisers
Michigan
$1.43M
ONSWM
86
Old North State Wealth Management
North Carolina
$1.33M
IWA
87
Inspirion Wealth Advisors
Illinois
$1.31M
IWP
88
IAG Wealth Partners
Wisconsin
$1.28M
PTP
89
Platform Technology Partners
New York
$1.26M
WB
90
WesBanco Bank
West Virginia
$1.24M
IBOK
91
Independence Bank of Kentucky
Kentucky
$1.18M
UAG
92
United Advisor Group
Ohio
$1.17M
HHGA
93
Halbert Hargrove Global Advisors
California
$1.15M
FVCM
94
F&V Capital Management
Florida
$1.12M
WW
95
Waterfront Wealth
Kansas
$1.1M
NA
96
NewEdge Advisors
Louisiana
$1.1M
GIA
97
Gladstone Institutional Advisory
Florida
$1.1M
HIA
98
Harbor Investment Advisory
Maryland
$1.08M
Two Sigma Investments
99
Two Sigma Investments
New York
$1.06M
PS
100
Principal Securities
Iowa
$1.02M