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WisdomTree US SmallCap Dividend Fund

317 hedge funds and large institutions have $901M 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, 126 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:

0% less funds holding

Funds holding: 318317 (-1)

17% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 126

Holders
317
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
OC
101
Oppenheimer & Co
New York
$1.01M
BCI
102
Brinker Capital Investments
Pennsylvania
$1M
HSA
103
HBK Sorce Advisory
Pennsylvania
$949K
PAG
104
Private Advisor Group
New Jersey
$936K
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$934K
IA
106
IFG Advisory
Georgia
$903K
WP
107
WealthShield Partners
North Carolina
$891K
BF
108
BOK Financial
Oklahoma
$881K
CWM
109
Connecticut Wealth Management
Connecticut
$875K
Mariner
110
Mariner
Kansas
$855K
WIA
111
World Investment Advisors
California
$844K
AC
112
Apella Capital
Connecticut
$841K
ST
113
Spinnaker Trust
Maine
$839K
PFA
114
Petra Financial Advisors
Colorado
$833K
KWA
115
Kondo Wealth Advisors
California
$813K
SMC
116
Smith, Moore & Co
Missouri
$813K
IA
117
IFP Advisors
Florida
$804K
PPWM
118
Paragon Private Wealth Management
Kentucky
$801K
Comerica Bank
119
Comerica Bank
Texas
$791K
SS
120
Sunbelt Securities
Texas
$775K
HCM
121
Hengehold Capital Management
Ohio
$762K
SG
122
Sharper & Granite
California
$751K
CCA
123
Clearwater Capital Advisors
Illinois
$735K
BRWM
124
Blue Rock Wealth Management
North Carolina
$724K
CL
125
COWA LLC
Oklahoma
$720K