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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
MG
126
Mather Group
Illinois
$711K
PPW
127
Pasadena Private Wealth
California
$710K
IWM
128
IHT Wealth Management
Illinois
$696K
FPAS
129
Focus Partners Advisor Solutions
Missouri
$694K
GVAG
130
Great Valley Advisor Group
Delaware
$692K
CA
131
Clearstead Advisors
Ohio
$667K
BFPW
132
BOK Financial Private Wealth
Colorado
$661K
WCP
133
Wealthcare Capital Partners
Pennsylvania
$642K
CRFG
134
Columbia River Financial Group
Washington
$636K
VC
135
Vicus Capital
Pennsylvania
$631K
Goldman Sachs
136
Goldman Sachs
New York
$624K
BA
137
Bristlecone Advisors
Washington
$608K
BPA
138
Beacon Pointe Advisors
California
$592K
SIA
139
SGL Investment Advisors
Montana
$591K
MMA
140
Miracle Mile Advisors
California
$585K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$567K
NC
142
NewSquare Capital
Pennsylvania
$566K
SC
143
SouthState Corp
Florida
$562K
Natixis Advisors
144
Natixis Advisors
Massachusetts
$556K
RCAG
145
Rehmann Capital Advisory Group
Michigan
$552K
IPAM
146
Investment Partners Asset Management
New Jersey
$547K
AI
147
Atria Investments
North Carolina
$544K
SF
148
Seek First
California
$541K
IA
149
Integrity Alliance
Iowa
$540K
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$532K