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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
MML Investors Services
76
MML Investors Services
Massachusetts
$1.8M
IRP
77
Investment Research Partners
Pennsylvania
$1.68M
FRA
78
FFG Retirement Advisors
Colorado
$1.68M
FAP
79
Financial Advisory Partners
Florida
$1.65M
PAG
80
Powers Advisory Group
Illinois
$1.65M
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.64M
NB
82
NBT Bank
New York
$1.6M
AWM
83
Apollon Wealth Management
South Carolina
$1.56M
SHFA
84
SC&H Financial Advisors
Maryland
$1.56M
IWA
85
Inspirion Wealth Advisors
Illinois
$1.52M
MBT
86
Montecito Bank & Trust
California
$1.51M
ONSWM
87
Old North State Wealth Management
North Carolina
$1.38M
IWP
88
IAG Wealth Partners
Wisconsin
$1.35M
PTP
89
Platform Technology Partners
New York
$1.34M
WB
90
WesBanco Bank
West Virginia
$1.28M
Mariner
91
Mariner
Kansas
$1.28M
IBOK
92
Independence Bank of Kentucky
Kentucky
$1.25M
NA
93
NewEdge Advisors
Louisiana
$1.24M
UAG
94
United Advisor Group
Ohio
$1.24M
HHGA
95
Halbert Hargrove Global Advisors
California
$1.22M
IA
96
Invested Advisors
Pennsylvania
$1.22M
FVCM
97
F&V Capital Management
Florida
$1.18M
HIA
98
Harbor Investment Advisory
Maryland
$1.17M
WW
99
Waterfront Wealth
Kansas
$1.15M
FPAS
100
Focus Partners Advisor Solutions
Missouri
$1.13M