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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
CT
251
Colonial Trust
South Carolina
$109K
VCM
252
Viewpoint Capital Management
Washington
$96.2K
DFA
253
DHJJ Financial Advisors
Illinois
$88.4K
CA
254
CoreCap Advisors
Michigan
$87.8K
US Bancorp
255
US Bancorp
Minnesota
$86.7K
HBW
256
Hazlett, Burt & Watson
West Virginia
$86K
CIAS
257
Capital Investment Advisory Services
North Carolina
$72.5K
WB
258
Webster Bank
Connecticut
$69.7K
GRP
259
Global Retirement Partners
California
$66.3K
VCM
260
Versant Capital Management
Arizona
$65.5K
JWM
261
JPL Wealth Management
Colorado
$60.1K
HWA
262
Heritage Wealth Advisors
Virginia
$59.6K
WANY
263
Wealthspire Advisors (New York)
New York
$54.8K
EWM
264
Evermay Wealth Management
Virginia
$53.8K
TCOV
265
Trust Company of Vermont
Vermont
$53.2K
BONH
266
Bank of New Hampshire
New Hampshire
$51.9K
MSG
267
Main Street Group
Virginia
$51.3K
FG
268
Fairman Group
Pennsylvania
$51.1K
OP
269
ORG Partners
Indiana
$49.7K
SS
270
SBI Securities
Japan
$47.9K
CMBA
271
C.M. Bidwell & Associates
Hawaii
$43K
AP
272
Aspect Partners
Virginia
$41.7K
API
273
Asset Planning Inc
California
$35.4K
William Blair & Company
274
William Blair & Company
Illinois
$34.8K
KSB
275
Kennebec Savings Bank
Maine
$34.7K