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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
JWA
301
JFS Wealth Advisors
Pennsylvania
$4.46K
BHWM
302
Beaird Harris Wealth Management
Texas
$3.6K
RFG
303
REAP Financial Group
Texas
$3.47K
CPG
304
Cornerstone Planning Group
New Jersey
$3.45K
GIA
305
GHP Investment Advisors
Colorado
$3.37K
Russell Investments Group
306
Russell Investments Group
United Kingdom
$2.73K
AWM
307
Abound Wealth Management
Tennessee
$2.06K
SAM
308
Smartleaf Asset Management
Massachusetts
$1.68K
BCWM
309
Bartlett & Co Wealth Management
Ohio
$1.48K
KA
310
Kozak & Associates
Colorado
$1.31K
IWM
311
IMG Wealth Management
Florida
$1.03K
CT
312
Clearstead Trust
Maine
$707
BBHC
313
Brown Brothers Harriman & Co
New York
$674
RWA
314
Redmont Wealth Advisors
Illinois
$573
ETC
315
Exchange Traded Concepts
Oklahoma
$404
BNP Paribas Financial Markets
316
BNP Paribas Financial Markets
France
$135
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
SIA
318
SGL Investment Advisors
Montana
MHS
319
M Holdings Securities
Oregon
Jane Street
320
Jane Street
New York
SIC
321
Sterling Investment Counsel
New York
SFC
322
Strategic Financial Concepts
Texas
HA
323
Huntleigh Advisors
Missouri
SEP
324
Southland Equity Partners
Missouri
BFS
325
Bradley Foster & Sargent
Connecticut