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WisdomTree US SmallCap Dividend Fund

317 hedge funds and large institutions have $948M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 128 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
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
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$218K
PFG
227
Pinnacle Financial Group
Illinois
$217K
VCP
228
Vista Capital Partners
Oregon
$214K
WFP
229
Wrenne Financial Planning
Kentucky
$214K
RDFA
230
Ritter Daniher Financial Advisory
Ohio
$213K
AWP
231
Axis Wealth Partners
Rhode Island
$212K
BA
232
Bristlecone Advisors
Washington
$211K
Lido Advisors
233
Lido Advisors
California
$211K
FG
234
Fiduciary Group
Georgia
$210K
MAM
235
Milestone Asset Management
Pennsylvania
$209K
MFS
236
Madrona Financial Services
Washington
$209K
AWA
237
Arkadios Wealth Advisors
Georgia
$208K
CASB
238
Cape Ann Savings Bank
Massachusetts
$206K
HP
239
Hilltop Partners
Indiana
$203K
CGH
240
Crossmark Global Holdings
Texas
$203K
OIA
241
Optimum Investment Advisors
Illinois
$191K
CT
242
Caldwell Trust
Florida
$185K
GWM
243
Geneos Wealth Management
Colorado
$184K
MA
244
MCF Advisors
Kentucky
$180K
EWM
245
Evolution Wealth Management
Florida
$160K
GWSG
246
GPS Wealth Strategies Group
Colorado
$135K
AWM
247
AE Wealth Management
Kansas
$130K
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$121K
AAS
249
Ameritas Advisory Services
Nebraska
$115K
MFT
250
Moisand Fitzgerald Tamayo
Florida
$109K