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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 %
OC
101
Oppenheimer & Co
New York
$1.01M +$27.8K +875 +3%
BCI
102
Brinker Capital Investments
Pennsylvania
$1M -$123K -3,864 -11%
HSA
103
HBK Sorce Advisory
Pennsylvania
$949K -$107K -3,357 -10%
PAG
104
Private Advisor Group
New Jersey
$936K -$5.53K -174 -0.6%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$934K +$24.3K +766 +3%
IA
106
IFG Advisory
Georgia
$903K +$18.2K +574 +2%
WP
107
WealthShield Partners
North Carolina
$891K -$36.1K -1,136 -4%
BF
108
BOK Financial
Oklahoma
$881K -$24K -755 -3%
CWM
109
Connecticut Wealth Management
Connecticut
$875K -$11.9K -376 -1%
Mariner
110
Mariner
Kansas
$855K -$346K -10,883 -29%
WIA
111
World Investment Advisors
California
$844K +$42.9K +1,350 +5%
AC
112
Apella Capital
Connecticut
$841K -$66.7K -2,040 -7%
ST
113
Spinnaker Trust
Maine
$839K
PFA
114
Petra Financial Advisors
Colorado
$833K -$3.37K -106 -0.4%
KWA
115
Kondo Wealth Advisors
California
$813K +$15.8K +486 +2%
SMC
116
Smith, Moore & Co
Missouri
$813K +$159 +5 +0%
IA
117
IFP Advisors
Florida
$804K -$5.49M -172,863 -87%
PPWM
118
Paragon Private Wealth Management
Kentucky
$801K +$224K +7,058 +39%
Comerica Bank
119
Comerica Bank
Texas
$791K -$22.5K -707 -3%
SS
120
Sunbelt Securities
Texas
$775K +$86.3K +2,513 +13%
HCM
121
Hengehold Capital Management
Ohio
$762K +$284K +8,932 +59%
SG
122
Sharper & Granite
California
$751K -$10.6K -320 -1%
CCA
123
Clearwater Capital Advisors
Illinois
$735K -$1.11K -35 -0.2%
CL
124
COWA LLC
Oklahoma
$720K +$45.8K +1,441 +7%
MG
125
Mather Group
Illinois
$711K -$55.6K -1,750 -7%