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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
CCA
126
Clearwater Capital Advisors
Illinois
$776K
Natixis Advisors
127
Natixis Advisors
Massachusetts
$762K
IA
128
IFP Advisors
Florida
$756K
Comerica Bank
129
Comerica Bank
Texas
$741K
MG
130
Mather Group
Illinois
$737K
SG
131
Sharper & Granite
California
$723K
IWM
132
IHT Wealth Management
Illinois
$722K
CA
133
Clearstead Advisors
Ohio
$711K
BFPW
134
BOK Financial Private Wealth
Colorado
$695K
GIA
135
Gladstone Institutional Advisory
Florida
$693K
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$691K
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$690K
Brown Advisory
138
Brown Advisory
Maryland
$681K
FFA
139
Farther Finance Advisors
California
$679K
GVAG
140
Great Valley Advisor Group
Delaware
$672K
CRFG
141
Columbia River Financial Group
Washington
$671K
IPAM
142
Investment Partners Asset Management
New Jersey
$634K
BPA
143
Beacon Pointe Advisors
California
$628K
NC
144
NewSquare Capital
Pennsylvania
$628K
IA
145
Integrity Alliance
Iowa
$598K
SC
146
SouthState Corp
Florida
$596K
MMA
147
Miracle Mile Advisors
California
$595K
RCAG
148
Rehmann Capital Advisory Group
Michigan
$585K
SF
149
Seek First
California
$578K
IA
150
Insight Advisors
Pennsylvania
$573K