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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
API
276
Asset Planning Inc
California
$35.4K
William Blair & Company
277
William Blair & Company
Illinois
$34.8K
KSB
278
Kennebec Savings Bank
Maine
$34.7K
SGK
279
Steigerwald Gordon & Koch
Virginia
$33.7K
MTIC
280
Missouri Trust & Investment Company
Missouri
$32.8K
WTC
281
WhitTier Trust Company
Nevada
$29.4K
T
282
Tidemark
California
$26.7K
HIW
283
Holos Integrated Wealth
Pennsylvania
$26.2K
PB
284
Pinnacle Bancorp
Nebraska
$24.8K
UCB
285
United Community Bank
South Carolina
$22.3K
LFG
286
Larson Financial Group
Missouri
$20.3K
ADL
287
Asset Dedication LLC
California
$18.9K
HAP
288
Harbor Asset Planning
Massachusetts
$18.5K
CAM
289
Creekmur Asset Management
Illinois
$18.2K
AC
290
AlphaCore Capital
California
$17.7K
ACA
291
Aptus Capital Advisors
Alabama
$17.6K
Bessemer Group
292
Bessemer Group
New Jersey
$16K
SIS
293
Sound Income Strategies
Florida
$15.8K
PSB
294
Piscataqua Savings Bank
New Hampshire
$8.69K
HCM
295
Hollencrest Capital Management
California
$8.55K
HWM
296
Hemington Wealth Management
Virginia
$8K
EAM
297
Eukles Asset Management
Ohio
$7.88K
GIM
298
Glenmede Investment Management
Pennsylvania
$7.07K
S
299
SignatureFD
Georgia
$6.74K
CAL
300
Capital Advisors Ltd
Ohio
$6K