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WisdomTree US SmallCap Dividend Fund

318 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 24 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: 319318 (-1)

17% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 126

Holders
318
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
SA
151
Sanctuary Advisors
Indiana
$528K
IA
152
Insight Advisors
Pennsylvania
$520K
SPC
153
Sigma Planning Corp
Michigan
$516K
CAG
154
Csenge Advisory Group
Florida
$516K
EAM
155
Empirical Asset Management
Massachusetts
$513K
Brown Advisory
156
Brown Advisory
Maryland
$513K
CCM
157
Collar Capital Management
Wisconsin
$508K
PRI
158
Prepared Retirement Institute
Pennsylvania
$492K
MHS
159
M Holdings Securities
Oregon
$484K
EWA
160
EP Wealth Advisors
California
$483K
FFS
161
Founders Financial Securities
Maryland
$483K
CPIG
162
Chicago Partners Investment Group
Illinois
$477K
MSA
163
Marino Stram & Associates
Massachusetts
$473K
RRA
164
Round Rock Advisors
Connecticut
$471K
AWC
165
Abundance Wealth Counselors
Pennsylvania
$462K
NHT
166
New Hampshire Trust
New Hampshire
$454K
RSWA
167
Robinson Smith Wealth Advisors
Maine
$453K
IAN
168
Integrated Advisors Network
Texas
$453K
AGA
169
Arkos Global Advisors
Texas
$448K
FTUS
170
Flow Traders U.S.
New York
$444K
PA
171
Pinnacle Associates
New York
$440K
MFS
172
McNamara Financial Services
Massachusetts
$437K
ASN
173
Advisory Services Network
Georgia
$424K
AAP
174
Arax Advisory Partners
Colorado
$415K
FFN
175
Focus Financial Network
Minnesota
$413K