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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
DF
301
Dunhill Financial
United Kingdom
$5.32K
RIL
302
Rothschild Investment LLC
Illinois
$5.09K
IWM
303
Inlight Wealth Management
Georgia
$5.05K
Simplex Trading
304
Simplex Trading
Illinois
$5K
CFD
305
Creative Financial Designs
Indiana
$4.88K
JWA
306
JFS Wealth Advisors
Pennsylvania
$4.46K
BHWM
307
Beaird Harris Wealth Management
Texas
$3.6K
RFG
308
REAP Financial Group
Texas
$3.47K
CPG
309
Cornerstone Planning Group
New Jersey
$3.45K
GIA
310
GHP Investment Advisors
Colorado
$3.37K
Russell Investments Group
311
Russell Investments Group
United Kingdom
$2.73K
AWM
312
Abound Wealth Management
Tennessee
$2.06K
SAM
313
Smartleaf Asset Management
Massachusetts
$1.68K
BCWM
314
Bartlett & Co Wealth Management
Ohio
$1.48K
KA
315
Kozak & Associates
Colorado
$1.31K
IWM
316
IMG Wealth Management
Florida
$1.03K
CT
317
Clearstead Trust
Maine
$707
BBHC
318
Brown Brothers Harriman & Co
New York
$674
RWA
319
Redmont Wealth Advisors
Illinois
$573
ETC
320
Exchange Traded Concepts
Oklahoma
$404
BNP Paribas Financial Markets
321
BNP Paribas Financial Markets
France
$135
Thrivent Financial for Lutherans
322
Thrivent Financial for Lutherans
Minnesota
SIA
323
SGL Investment Advisors
Montana
MHS
324
M Holdings Securities
Oregon
Jane Street
325
Jane Street
New York