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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
SGK
276
Steigerwald Gordon & Koch
Virginia
$33.7K
MTIC
277
Missouri Trust & Investment Company
Missouri
$32.8K
WTC
278
WhitTier Trust Company
Nevada
$29.4K
T
279
Tidemark
California
$26.7K
PB
280
Pinnacle Bancorp
Nebraska
$24.8K
UCB
281
United Community Bank
South Carolina
$22.3K
LFG
282
Larson Financial Group
Missouri
$20.3K
ADL
283
Asset Dedication LLC
California
$18.9K
HAP
284
Harbor Asset Planning
Massachusetts
$18.5K
CAM
285
Creekmur Asset Management
Illinois
$18.2K
AC
286
AlphaCore Capital
California
$17.7K
ACA
287
Aptus Capital Advisors
Alabama
$17.6K
Bessemer Group
288
Bessemer Group
New Jersey
$16K
SIS
289
Sound Income Strategies
Florida
$15.8K
TCM
290
Triumph Capital Management
Colorado
$12.2K
PSB
291
Piscataqua Savings Bank
New Hampshire
$8.69K
HCM
292
Hollencrest Capital Management
California
$8.55K
HWM
293
Hemington Wealth Management
Virginia
$8K
EAM
294
Eukles Asset Management
Ohio
$7.88K
GIM
295
Glenmede Investment Management
Pennsylvania
$7.07K
S
296
SignatureFD
Georgia
$6.74K
CAL
297
Capital Advisors Ltd
Ohio
$6K
DF
298
Dunhill Financial
United Kingdom
$5.32K
RIL
299
Rothschild Investment LLC
Illinois
$5.09K
IWM
300
Inlight Wealth Management
Georgia
$5.05K