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WisdomTree US SmallCap Dividend Fund

315 hedge funds and large institutions have $946M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 127 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.6M
2 +$4.84M
3 +$4.08M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.35M
5
VC
Vestor Capital
Illinois
+$2.37M

Top Sellers

1 -$17.3M
2 -$9.9M
3 -$4.23M
4
Raymond James Financial
Raymond James Financial
Florida
-$3.72M
5
UBS Group
UBS Group
Switzerland
-$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
226
Vista Capital Partners
Oregon
$214K
WFP
227
Wrenne Financial Planning
Kentucky
$214K
RDFA
228
Ritter Daniher Financial Advisory
Ohio
$213K
AWP
229
Axis Wealth Partners
Rhode Island
$212K
BA
230
Bristlecone Advisors
Washington
$211K
Lido Advisors
231
Lido Advisors
California
$211K
FG
232
Fiduciary Group
Georgia
$210K
MAM
233
Milestone Asset Management
Pennsylvania
$209K
MFS
234
Madrona Financial Services
Washington
$209K
AWA
235
Arkadios Wealth Advisors
Georgia
$208K
CASB
236
Cape Ann Savings Bank
Massachusetts
$206K
HP
237
Hilltop Partners
Indiana
$203K
CGH
238
Crossmark Global Holdings
Texas
$203K
OIA
239
Optimum Investment Advisors
Illinois
$191K
CT
240
Caldwell Trust
Florida
$185K
GWM
241
Geneos Wealth Management
Colorado
$184K
MA
242
MCF Advisors
Kentucky
$180K
EWM
243
Evolution Wealth Management
Florida
$160K
GWSG
244
GPS Wealth Strategies Group
Colorado
$135K
AWM
245
AE Wealth Management
Kansas
$130K
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$121K
AAS
247
Ameritas Advisory Services
Nebraska
$115K
MFT
248
Moisand Fitzgerald Tamayo
Florida
$109K
CT
249
Colonial Trust
South Carolina
$109K
VCM
250
Viewpoint Capital Management
Washington
$96.2K