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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
IWC
176
Infinity Wealth Counsel
Ohio
$402K
FFA
177
Founders Financial Alliance
North Carolina
$397K
DE
178
Diversified Enterprises
Delaware
$396K
IWP
179
Invenio Wealth Partners
Florida
$390K
HW
180
Hancock Whitney
Mississippi
$388K
FFA
181
Farther Finance Advisors
California
$384K
JSL
182
JT Stratford LLC
Georgia
$380K
Fidelity Investments
183
Fidelity Investments
Massachusetts
$372K
NIWA
184
New Insight Wealth Advisors
California
$370K
CWM
185
Collaborative Wealth Management
Florida
$369K
IIA
186
Integral Investment Advisors
California
$368K
Jane Street
187
Jane Street
New York
$357K
EWA
188
Exencial Wealth Advisors
Oklahoma
$350K
VCA
189
Verdence Capital Advisors
Maryland
$349K
LAM
190
LOM Asset Management
$349K
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$349K
HP
192
Hilltop Partners
Indiana
$345K
SOS
193
Silver Oak Securities
Tennessee
$339K
PAS
194
Park Avenue Securities
New York
$337K
DAS
195
Dynamic Advisor Solutions
Arizona
$332K
SIC
196
Sterling Investment Counsel
New York
$330K
TM
197
TigerOak Management
New Mexico
$330K
CTWM
198
Cherry Tree Wealth Management
Minnesota
$330K
SC
199
Savant Capital
Illinois
$329K
PI
200
PFG Investments
New York
$327K