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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
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$121K
AAS
252
Ameritas Advisory Services
Nebraska
$115K
MFT
253
Moisand Fitzgerald Tamayo
Florida
$109K
CT
254
Colonial Trust
South Carolina
$109K
VCM
255
Viewpoint Capital Management
Washington
$96.2K
DFA
256
DHJJ Financial Advisors
Illinois
$88.4K
CA
257
CoreCap Advisors
Michigan
$87.8K
US Bancorp
258
US Bancorp
Minnesota
$86.7K
HBW
259
Hazlett, Burt & Watson
West Virginia
$86K
CIAS
260
Capital Investment Advisory Services
North Carolina
$72.5K
WB
261
Webster Bank
Connecticut
$69.7K
GRP
262
Global Retirement Partners
California
$66.3K
VCM
263
Versant Capital Management
Arizona
$65.5K
JWM
264
JPL Wealth Management
Colorado
$60.1K
HWA
265
Heritage Wealth Advisors
Virginia
$59.6K
WANY
266
Wealthspire Advisors (New York)
New York
$54.8K
EWM
267
Evermay Wealth Management
Virginia
$53.8K
TCOV
268
Trust Company of Vermont
Vermont
$53.2K
BONH
269
Bank of New Hampshire
New Hampshire
$51.9K
MSG
270
Main Street Group
Virginia
$51.3K
FG
271
Fairman Group
Pennsylvania
$51.1K
OP
272
ORG Partners
Indiana
$49.7K
SS
273
SBI Securities
Japan
$47.9K
CMBA
274
C.M. Bidwell & Associates
Hawaii
$43K
AP
275
Aspect Partners
Virginia
$41.7K