WisdomTree US SmallCap Dividend Fund
318 hedge funds and large institutions have $891M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
12% less capital invested
Capital invested by funds: $1.01B → $891M (-$117M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Holders
318
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$3.91M | |
| 2 | +$3.78M | |
| 3 | +$3.38M | |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$2.6M |
| 5 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$2.51M |
Top Sellers
| 1 | -$19.7M | |
| 2 | -$19M | |
| 3 | -$10.3M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.32M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.4M |