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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
PWMAG
201
Pinnacle Wealth Management Advisory Group
New Jersey
$325K
UPS
202
UHLMANN PRICE SECURITIES
Illinois
$324K
BFW
203
Brady Family Wealth
Missouri
$323K
MCM
204
MAI Capital Management
Ohio
$322K
DWM
205
Dakota Wealth Management
Florida
$317K
NS
206
NBC Securities
Alabama
$312K
GFA
207
Gallagher Fiduciary Advisors
Illinois
$311K
BMD
208
Better Money Decisions
New Mexico
$306K
TNBTD
209
Trustmark National Bank Trust Department
Mississippi
$303K
PSF
210
Pacific Sun Financial
California
$302K
FNT
211
First National Trust
Pennsylvania
$299K
MWP
212
Moller Wealth Partners
$289K
RA
213
Rockingstone Advisors
Massachusetts
$288K
AQR Capital Management
214
AQR Capital Management
Connecticut
$286K
PT
215
Plimoth Trust
Massachusetts
$283K
SFC
216
Strategic Financial Concepts
Texas
$267K
Invesco
217
Invesco
Georgia
$258K
CGH
218
Crossmark Global Holdings
Texas
$253K
WCP
219
Wick Capital Partners
Pennsylvania
$251K
BFG
220
Berger Financial Group
Minnesota
$250K
HA
221
Huntleigh Advisors
Missouri
$248K
VW
222
Vance Wealth
California
$245K
SEP
223
Southland Equity Partners
Missouri
$244K
AC
224
Anson Capital
Georgia
$234K
MWA
225
Midland Wealth Advisors
Illinois
$230K