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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 %
PPW
126
Pasadena Private Wealth
California
$710K +$710K +22,353 New
IWM
127
IHT Wealth Management
Illinois
$696K -$357K -11,236 -34%
FPAS
128
Focus Partners Advisor Solutions
Missouri
$694K -$11.1K -350 -2%
GVAG
129
Great Valley Advisor Group
Delaware
$692K +$149K +4,683 +27%
CA
130
Clearstead Advisors
Ohio
$667K -$44.9K -1,413 -6%
BFPW
131
BOK Financial Private Wealth
Colorado
$661K +$4.96K +156 +0.8%
WCP
132
Wealthcare Capital Partners
Pennsylvania
$642K +$88.2K +2,777 +16%
CRFG
133
Columbia River Financial Group
Washington
$636K -$89.1K -2,810 -12%
VC
134
Vicus Capital
Pennsylvania
$631K +$13.4K +421 +2%
Goldman Sachs
135
Goldman Sachs
New York
$624K +$98.2K +3,091 +19%
BA
136
Bristlecone Advisors
Washington
$608K -$135K -4,251 -18%
BPA
137
Beacon Pointe Advisors
California
$592K -$440K -13,845 -43%
SIA
138
SGL Investment Advisors
Montana
$591K +$61.1K +1,859 +12%
MMA
139
Miracle Mile Advisors
California
$585K +$49.8K +1,567 +9%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$567K +$92.6K +2,914 +20%
NC
141
NewSquare Capital
Pennsylvania
$566K +$51.5K +1,623 +10%
SC
142
SouthState Corp
Florida
$562K
Natixis Advisors
143
Natixis Advisors
Massachusetts
$556K -$14.5K -457 -3%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$552K
IPAM
145
Investment Partners Asset Management
New Jersey
$547K +$3.65K +115 +0.7%
AI
146
Atria Investments
North Carolina
$544K +$21K +661 +4%
SF
147
Seek First
California
$541K +$6.86K +216 +1%
IA
148
Integrity Alliance
Iowa
$540K -$540K -17,003 -50%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$532K +$168K +5,298 +46%
IA
150
Insight Advisors
Pennsylvania
$520K -$20.5K -647 -4%