DES icon

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
Simplex Trading
301
Simplex Trading
Illinois
$5K
CFD
302
Creative Financial Designs
Indiana
$4.88K
JWA
303
JFS Wealth Advisors
Pennsylvania
$4.46K
BHWM
304
Beaird Harris Wealth Management
Texas
$3.6K
RFG
305
REAP Financial Group
Texas
$3.47K
CPG
306
Cornerstone Planning Group
New Jersey
$3.45K
GIA
307
GHP Investment Advisors
Colorado
$3.37K
Russell Investments Group
308
Russell Investments Group
United Kingdom
$2.73K
AWM
309
Abound Wealth Management
Tennessee
$2.06K
SAM
310
Smartleaf Asset Management
Massachusetts
$1.68K
BCWM
311
Bartlett & Co Wealth Management
Ohio
$1.48K
KA
312
Kozak & Associates
Colorado
$1.31K
IWM
313
IMG Wealth Management
Florida
$1.03K
CT
314
Clearstead Trust
Maine
$707
BBHC
315
Brown Brothers Harriman & Co
New York
$674
RWA
316
Redmont Wealth Advisors
Illinois
$573
ETC
317
Exchange Traded Concepts
Oklahoma
$404
BNP Paribas Financial Markets
318
BNP Paribas Financial Markets
France
$135
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
SIA
320
SGL Investment Advisors
Montana
MHS
321
M Holdings Securities
Oregon
Jane Street
322
Jane Street
New York
SIC
323
Sterling Investment Counsel
New York
SFC
324
Strategic Financial Concepts
Texas
HA
325
Huntleigh Advisors
Missouri