DES icon

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
PI
201
PFG Investments
New York
$327K
PWMAG
202
Pinnacle Wealth Management Advisory Group
New Jersey
$325K
UPS
203
UHLMANN PRICE SECURITIES
Illinois
$324K
BFW
204
Brady Family Wealth
Missouri
$323K
MCM
205
MAI Capital Management
Ohio
$322K
DWM
206
Dakota Wealth Management
Florida
$317K
NS
207
NBC Securities
Alabama
$312K
GFA
208
Gallagher Fiduciary Advisors
Illinois
$311K
BMD
209
Better Money Decisions
New Mexico
$306K
TNBTD
210
Trustmark National Bank Trust Department
Mississippi
$303K
PSF
211
Pacific Sun Financial
California
$302K
FNT
212
First National Trust
Pennsylvania
$299K
MWP
213
Moller Wealth Partners
$289K
RA
214
Rockingstone Advisors
Massachusetts
$288K
AQR Capital Management
215
AQR Capital Management
Connecticut
$286K
PT
216
Plimoth Trust
Massachusetts
$283K
SFC
217
Strategic Financial Concepts
Texas
$267K
Invesco
218
Invesco
Georgia
$258K
CGH
219
Crossmark Global Holdings
Texas
$253K
WCP
220
Wick Capital Partners
Pennsylvania
$251K
BFG
221
Berger Financial Group
Minnesota
$250K
HA
222
Huntleigh Advisors
Missouri
$248K
VW
223
Vance Wealth
California
$245K
SEP
224
Southland Equity Partners
Missouri
$244K
AC
225
Anson Capital
Georgia
$234K