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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
Osaic Holdings
26
Osaic Holdings
Arizona
$7.04M
JP Morgan Chase
27
JP Morgan Chase
New York
$6.89M
HA
28
HC Advisors
Georgia
$6.85M
PCG
29
Prosperity Consulting Group
Maryland
$6.03M
DSCM
30
Del-Sette Capital Management
New York
$6.02M
Bank of New York Mellon
31
Bank of New York Mellon
New York
$5.97M
HHRDM
32
H&H Retirement Design & Management
Nevada
$5.74M
CFP
33
Cascade Financial Partners
California
$5.56M
KFI
34
Key Financial Inc
Pennsylvania
$5.49M
MPW
35
Melone Private Wealth
Michigan
$5.35M
LKWM
36
Lee-Kelleher Wealth Management
Maryland
$5.05M
Stifel Financial
37
Stifel Financial
Missouri
$4.92M
Baird Financial Group
38
Baird Financial Group
Wisconsin
$4.9M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$4.84M
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$4.83M
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$4.8M
Two Sigma Investments
42
Two Sigma Investments
New York
$4.48M
PPW
43
Parcion Private Wealth
Washington
$4.36M
EWM
44
Empirical Wealth Management
Washington
$4.24M
FFA
45
Frazier Financial Advisors
Ohio
$4.03M
C
46
Croban
Ohio
$4M
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$3.52M
HighTower Advisors
48
HighTower Advisors
Illinois
$3.45M
EAM
49
Evanson Asset Management
California
$3.29M
SEIA
50
Signature Estate & Investment Advisors
California
$3.26M