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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
UCFA
176
United Capital Financial Advisors
Texas
$402K
IWC
177
Infinity Wealth Counsel
Ohio
$402K
FFA
178
Founders Financial Alliance
North Carolina
$397K
DE
179
Diversified Enterprises
Delaware
$396K
IWP
180
Invenio Wealth Partners
Florida
$390K
HW
181
Hancock Whitney
Mississippi
$388K
FFA
182
Farther Finance Advisors
California
$384K
JSL
183
JT Stratford LLC
Georgia
$380K
Fidelity Investments
184
Fidelity Investments
Massachusetts
$372K
NIWA
185
New Insight Wealth Advisors
California
$370K
CWM
186
Collaborative Wealth Management
Florida
$369K
IIA
187
Integral Investment Advisors
California
$368K
Jane Street
188
Jane Street
New York
$357K
EWA
189
Exencial Wealth Advisors
Oklahoma
$350K
VCA
190
Verdence Capital Advisors
Maryland
$349K
LAM
191
LOM Asset Management
$349K
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$349K
HP
193
Hilltop Partners
Indiana
$345K
SOS
194
Silver Oak Securities
Tennessee
$339K
PAS
195
Park Avenue Securities
New York
$337K
DAS
196
Dynamic Advisor Solutions
Arizona
$332K
SIC
197
Sterling Investment Counsel
New York
$330K
TM
198
TigerOak Management
New Mexico
$330K
CTWM
199
Cherry Tree Wealth Management
Minnesota
$330K
SC
200
Savant Capital
Illinois
$329K