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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
Comerica Bank
126
Comerica Bank
Texas
$741K
MG
127
Mather Group
Illinois
$737K
SG
128
Sharper & Granite
California
$723K
IWM
129
IHT Wealth Management
Illinois
$722K
CA
130
Clearstead Advisors
Ohio
$711K
BFPW
131
BOK Financial Private Wealth
Colorado
$695K
GIA
132
Gladstone Institutional Advisory
Florida
$693K
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$691K
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$690K
Brown Advisory
135
Brown Advisory
Maryland
$681K
FFA
136
Farther Finance Advisors
California
$679K
GVAG
137
Great Valley Advisor Group
Delaware
$672K
CRFG
138
Columbia River Financial Group
Washington
$671K
IPAM
139
Investment Partners Asset Management
New Jersey
$634K
BPA
140
Beacon Pointe Advisors
California
$628K
NC
141
NewSquare Capital
Pennsylvania
$628K
IA
142
Integrity Alliance
Iowa
$598K
SC
143
SouthState Corp
Florida
$596K
MMA
144
Miracle Mile Advisors
California
$595K
RCAG
145
Rehmann Capital Advisory Group
Michigan
$585K
SF
146
Seek First
California
$578K
IA
147
Insight Advisors
Pennsylvania
$573K
AI
148
Atria Investments
North Carolina
$570K
CAG
149
Csenge Advisory Group
Florida
$559K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$557K