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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
DFA
251
DHJJ Financial Advisors
Illinois
$88.4K
CA
252
CoreCap Advisors
Michigan
$87.8K
US Bancorp
253
US Bancorp
Minnesota
$86.7K
HBW
254
Hazlett, Burt & Watson
West Virginia
$86K
CIAS
255
Capital Investment Advisory Services
North Carolina
$72.5K
WB
256
Webster Bank
Connecticut
$69.7K
GRP
257
Global Retirement Partners
California
$66.3K
VCM
258
Versant Capital Management
Arizona
$65.5K
JWM
259
JPL Wealth Management
Colorado
$60.1K
HWA
260
Heritage Wealth Advisors
Virginia
$59.6K
WANY
261
Wealthspire Advisors (New York)
New York
$54.8K
EWM
262
Evermay Wealth Management
Virginia
$53.8K
TCOV
263
Trust Company of Vermont
Vermont
$53.2K
BONH
264
Bank of New Hampshire
New Hampshire
$51.9K
MSG
265
Main Street Group
Virginia
$51.3K
FG
266
Fairman Group
Pennsylvania
$51.1K
OP
267
ORG Partners
Indiana
$49.7K
SS
268
SBI Securities
Japan
$47.9K
CMBA
269
C.M. Bidwell & Associates
Hawaii
$43K
AP
270
Aspect Partners
Virginia
$41.7K
API
271
Asset Planning Inc
California
$35.4K
William Blair & Company
272
William Blair & Company
Illinois
$34.8K
KSB
273
Kennebec Savings Bank
Maine
$34.7K
SGK
274
Steigerwald Gordon & Koch
Virginia
$33.7K
MTIC
275
Missouri Trust & Investment Company
Missouri
$32.8K