DES icon

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
FRA
76
FFG Retirement Advisors
Colorado
$1.68M
FAP
77
Financial Advisory Partners
Florida
$1.65M
PAG
78
Powers Advisory Group
Illinois
$1.65M
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$1.64M
NB
80
NBT Bank
New York
$1.6M
AWM
81
Apollon Wealth Management
South Carolina
$1.56M
SHFA
82
SC&H Financial Advisors
Maryland
$1.56M
IWA
83
Inspirion Wealth Advisors
Illinois
$1.52M
MBT
84
Montecito Bank & Trust
California
$1.51M
ONSWM
85
Old North State Wealth Management
North Carolina
$1.38M
IWP
86
IAG Wealth Partners
Wisconsin
$1.35M
PTP
87
Platform Technology Partners
New York
$1.34M
WB
88
WesBanco Bank
West Virginia
$1.28M
Mariner
89
Mariner
Kansas
$1.28M
IBOK
90
Independence Bank of Kentucky
Kentucky
$1.25M
NA
91
NewEdge Advisors
Louisiana
$1.24M
UAG
92
United Advisor Group
Ohio
$1.24M
HHGA
93
Halbert Hargrove Global Advisors
California
$1.22M
IA
94
Invested Advisors
Pennsylvania
$1.22M
FVCM
95
F&V Capital Management
Florida
$1.18M
HIA
96
Harbor Investment Advisory
Maryland
$1.17M
WW
97
Waterfront Wealth
Kansas
$1.15M
FPAS
98
Focus Partners Advisor Solutions
Missouri
$1.13M
PS
99
Principal Securities
Iowa
$1.09M
OC
100
Oppenheimer & Co
New York
$1.07M