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WisdomTree US SmallCap Dividend Fund

320 hedge funds and large institutions have $951M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 129 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
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
AF
226
Allworth Financial
California
$231K
JWCA
227
J.W. Cole Advisors
Florida
$230K
CICC
228
Capital Investment Counsel (Colorado)
Colorado
$227K
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$218K
PFG
230
Pinnacle Financial Group
Illinois
$217K
VCP
231
Vista Capital Partners
Oregon
$214K
WFP
232
Wrenne Financial Planning
Kentucky
$214K
RDFA
233
Ritter Daniher Financial Advisory
Ohio
$213K
AWP
234
Axis Wealth Partners
Rhode Island
$212K
BA
235
Bristlecone Advisors
Washington
$211K
Lido Advisors
236
Lido Advisors
California
$211K
FG
237
Fiduciary Group
Georgia
$210K
MAM
238
Milestone Asset Management
Pennsylvania
$209K
MFS
239
Madrona Financial Services
Washington
$209K
AWA
240
Arkadios Wealth Advisors
Georgia
$208K
CASB
241
Cape Ann Savings Bank
Massachusetts
$206K
HP
242
Hilltop Partners
Indiana
$203K
CGH
243
Crossmark Global Holdings
Texas
$203K
OIA
244
Optimum Investment Advisors
Illinois
$191K
CT
245
Caldwell Trust
Florida
$185K
GWM
246
Geneos Wealth Management
Colorado
$184K
MA
247
MCF Advisors
Kentucky
$180K
EWM
248
Evolution Wealth Management
Florida
$160K
GWSG
249
GPS Wealth Strategies Group
Colorado
$135K
AWM
250
AE Wealth Management
Kansas
$130K