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WisdomTree US SmallCap Dividend Fund

317 hedge funds and large institutions have $948M 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, 128 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
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
Natixis Advisors
126
Natixis Advisors
Massachusetts
$762K
IA
127
IFP Advisors
Florida
$756K
Comerica Bank
128
Comerica Bank
Texas
$741K
MG
129
Mather Group
Illinois
$737K
SG
130
Sharper & Granite
California
$723K
IWM
131
IHT Wealth Management
Illinois
$722K
CA
132
Clearstead Advisors
Ohio
$711K
BFPW
133
BOK Financial Private Wealth
Colorado
$695K
GIA
134
Gladstone Institutional Advisory
Florida
$693K
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$691K
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$690K
Brown Advisory
137
Brown Advisory
Maryland
$681K
FFA
138
Farther Finance Advisors
California
$679K
GVAG
139
Great Valley Advisor Group
Delaware
$672K
CRFG
140
Columbia River Financial Group
Washington
$671K
IPAM
141
Investment Partners Asset Management
New Jersey
$634K
BPA
142
Beacon Pointe Advisors
California
$628K
NC
143
NewSquare Capital
Pennsylvania
$628K
IA
144
Integrity Alliance
Iowa
$598K
SC
145
SouthState Corp
Florida
$596K
MMA
146
Miracle Mile Advisors
California
$595K
RCAG
147
Rehmann Capital Advisory Group
Michigan
$585K
SF
148
Seek First
California
$578K
IA
149
Insight Advisors
Pennsylvania
$573K
AI
150
Atria Investments
North Carolina
$570K