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WisdomTree US SmallCap Dividend Fund

316 hedge funds and large institutions have $900M 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

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:

1% less funds holding

Funds holding: 318316 (-2)

17% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 125

Holders
316
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
SPC
151
Sigma Planning Corp
Michigan
$516K
CAG
152
Csenge Advisory Group
Florida
$516K
EAM
153
Empirical Asset Management
Massachusetts
$513K
Brown Advisory
154
Brown Advisory
Maryland
$513K
CCM
155
Collar Capital Management
Wisconsin
$508K
PRI
156
Prepared Retirement Institute
Pennsylvania
$492K
MHS
157
M Holdings Securities
Oregon
$484K
EWA
158
EP Wealth Advisors
California
$483K
FFS
159
Founders Financial Securities
Maryland
$483K
CPIG
160
Chicago Partners Investment Group
Illinois
$477K
MSA
161
Marino Stram & Associates
Massachusetts
$473K
RRA
162
Round Rock Advisors
Connecticut
$471K
AWC
163
Abundance Wealth Counselors
Pennsylvania
$462K
NHT
164
New Hampshire Trust
New Hampshire
$454K
RSWA
165
Robinson Smith Wealth Advisors
Maine
$453K
IAN
166
Integrated Advisors Network
Texas
$453K
AGA
167
Arkos Global Advisors
Texas
$448K
FTUS
168
Flow Traders U.S.
New York
$444K
PA
169
Pinnacle Associates
New York
$440K
MFS
170
McNamara Financial Services
Massachusetts
$437K
ASN
171
Advisory Services Network
Georgia
$424K
AAP
172
Arax Advisory Partners
Colorado
$415K
FFN
173
Focus Financial Network
Minnesota
$413K
EH
174
Equitable Holdings
New York
$407K
UCFA
175
United Capital Financial Advisors
Texas
$402K