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WisdomTree US SmallCap Dividend Fund

316 hedge funds and large institutions have $947M 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, 127 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
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
IRPL
76
Investment Research Partners LLC
Pennsylvania
$1.68M
FRA
77
FFG Retirement Advisors
Colorado
$1.68M
FAP
78
Financial Advisory Partners
Florida
$1.65M
PAG
79
Powers Advisory Group
Illinois
$1.65M
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$1.64M
NB
81
NBT Bank
New York
$1.6M
AWM
82
Apollon Wealth Management
South Carolina
$1.56M
SHFA
83
SC&H Financial Advisors
Maryland
$1.56M
IWA
84
Inspirion Wealth Advisors
Illinois
$1.52M
MBT
85
Montecito Bank & Trust
California
$1.51M
ONSWM
86
Old North State Wealth Management
North Carolina
$1.38M
IWP
87
IAG Wealth Partners
Wisconsin
$1.35M
PTP
88
Platform Technology Partners
New York
$1.34M
WB
89
WesBanco Bank
West Virginia
$1.28M
Mariner
90
Mariner
Kansas
$1.28M
IBOK
91
Independence Bank of Kentucky
Kentucky
$1.25M
NA
92
NewEdge Advisors
Louisiana
$1.24M
UAG
93
United Advisor Group
Ohio
$1.24M
HHGA
94
Halbert Hargrove Global Advisors
California
$1.22M
IA
95
Invested Advisors
Pennsylvania
$1.22M
FVCM
96
F&V Capital Management
Florida
$1.18M
HIA
97
Harbor Investment Advisory
Maryland
$1.17M
WW
98
Waterfront Wealth
Kansas
$1.15M
FPAS
99
Focus Partners Advisor Solutions
Missouri
$1.13M
PS
100
Principal Securities
Iowa
$1.09M