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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
PS
101
Principal Securities
Iowa
$1.09M
OC
102
Oppenheimer & Co
New York
$1.07M
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$981K
WIA
104
World Investment Advisors
California
$970K
PPWM
105
Paragon Private Wealth Management
Kentucky
$963K
WP
106
WealthShield Partners
North Carolina
$958K
HSA
107
HBK Sorce Advisory
Pennsylvania
$953K
IA
108
IFG Advisory
Georgia
$948K
WCP
109
Wealthcare Capital Partners
Pennsylvania
$935K
CWM
110
Connecticut Wealth Management
Connecticut
$928K
BF
111
BOK Financial
Oklahoma
$924K
PAG
112
Private Advisor Group
New Jersey
$917K
Citadel Advisors
113
Citadel Advisors
Florida
$911K
BCI
114
Brinker Capital Investments
Pennsylvania
$902K
CL
115
COWA LLC
Oklahoma
$895K
ST
116
Spinnaker Trust
Maine
$890K
PFA
117
Petra Financial Advisors
Colorado
$880K
AC
118
Apella Capital
Connecticut
$863K
SMC
119
Smith, Moore & Co
Missouri
$862K
Goldman Sachs
120
Goldman Sachs
New York
$849K
KWA
121
Kondo Wealth Advisors
California
$838K
ASN
122
Advisory Services Network
Georgia
$823K
HCM
123
Hengehold Capital Management
Ohio
$808K
IWC
124
Integrated Wealth Concepts
Massachusetts
$792K
PPW
125
Pasadena Private Wealth
California
$777K