WisdomTree US SmallCap Dividend Fund
320 hedge funds and large institutions have $892M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 117 increasing their positions, 108 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
12% less capital invested
Capital invested by funds: $1.01B → $892M (-$116M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Holders
320
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$4.12M | |
| 2 | +$3.97M | |
| 3 | +$3.56M | |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$2.74M |
| 5 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$2.68M |
Top Sellers
| 1 | -$20.8M | |
| 2 | -$10.9M | |
| 3 | -$7.71M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.74M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.19M |