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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
WA
51
Waverly Advisors
Alabama
$3.2M
SPIA
52
Steward Partners Investment Advisory
New York
$3.1M
Truist Financial
53
Truist Financial
North Carolina
$2.8M
VCS
54
Vaughan & Co Securities
New Jersey
$2.63M
AF
55
Advisornet Financial
Minnesota
$2.56M
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$2.55M
FNB
57
Farmers National Bank
Kentucky
$2.54M
VC
58
Vestor Capital
Illinois
$2.42M
BFG
59
Beacon Financial Group
Texas
$2.3M
MSA
60
Marathon Strategic Advisors
Pennsylvania
$2.19M
P
61
&Partners
Tennessee
$2.17M
CAL
62
Capital Analysts LLC
Pennsylvania
$2.15M
SYBT
63
Stock Yards Bank & Trust
Kentucky
$2.13M
FGWP
64
Founders Grove Wealth Partners
Virginia
$2.11M
Cerity Partners
65
Cerity Partners
New York
$2.09M
GEA
66
Glen Eagle Advisors
New Jersey
$2M
1WA
67
180 Wealth Advisors
Washington
$1.97M
AIM
68
Aspen Investment Management
Michigan
$1.96M
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$1.95M
MT
70
Midwest Trust
Kansas
$1.91M
CFA
71
Cahill Financial Advisors
Minnesota
$1.85M
MWM
72
Modera Wealth Management
New Jersey
$1.84M
AG
73
Ascent Group
Virginia
$1.83M
SL
74
Salomon & Ludwin
Virginia
$1.83M
JFA
75
JNBA Financial Advisors
Minnesota
$1.82M