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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
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$981K
WIA
102
World Investment Advisors
California
$970K
PPWM
103
Paragon Private Wealth Management
Kentucky
$963K
WP
104
WealthShield Partners
North Carolina
$958K
HSA
105
HBK Sorce Advisory
Pennsylvania
$953K
IA
106
IFG Advisory
Georgia
$948K
WCP
107
Wealthcare Capital Partners
Pennsylvania
$935K
CWM
108
Connecticut Wealth Management
Connecticut
$928K
BF
109
BOK Financial
Oklahoma
$924K
PAG
110
Private Advisor Group
New Jersey
$917K
Citadel Advisors
111
Citadel Advisors
Florida
$911K
BCI
112
Brinker Capital Investments
Pennsylvania
$902K
CL
113
COWA LLC
Oklahoma
$895K
ST
114
Spinnaker Trust
Maine
$890K
PFA
115
Petra Financial Advisors
Colorado
$880K
AC
116
Apella Capital
Connecticut
$863K
SMC
117
Smith, Moore & Co
Missouri
$862K
Goldman Sachs
118
Goldman Sachs
New York
$849K
KWA
119
Kondo Wealth Advisors
California
$838K
ASN
120
Advisory Services Network
Georgia
$823K
HCM
121
Hengehold Capital Management
Ohio
$808K
IWC
122
Integrated Wealth Concepts
Massachusetts
$792K
PPW
123
Pasadena Private Wealth
California
$777K
CCA
124
Clearwater Capital Advisors
Illinois
$776K
Natixis Advisors
125
Natixis Advisors
Massachusetts
$762K