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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
SC
151
Savant Capital
Illinois
$550K
CCM
152
Collar Capital Management
Wisconsin
$548K
EAM
153
Empirical Asset Management
Massachusetts
$544K
CI
154
CX Institutional
Indiana
$521K
UPS
155
UHLMANN PRICE SECURITIES
Illinois
$512K
MSA
156
Marino Stram & Associates
Massachusetts
$503K
Fidelity Investments
157
Fidelity Investments
Massachusetts
$501K
SS
158
Sunbelt Securities
Texas
$494K
AWC
159
Abundance Wealth Counselors
Pennsylvania
$490K
RRA
160
Round Rock Advisors
Connecticut
$489K
AQR Capital Management
161
AQR Capital Management
Connecticut
$486K
IAN
162
Integrated Advisors Network
Texas
$480K
BRWM
163
Blue Rock Wealth Management
North Carolina
$480K
AGA
164
Arkos Global Advisors
Texas
$475K
SPC
165
Sigma Planning Corp
Michigan
$474K
MFS
166
McNamara Financial Services
Massachusetts
$473K
CPIG
167
Chicago Partners Investment Group
Illinois
$471K
EH
168
Equitable Holdings
New York
$468K
FFN
169
Focus Financial Network
Minnesota
$450K
AAP
170
Arax Advisory Partners
Colorado
$440K
PA
171
Pinnacle Associates
New York
$439K
IWC
172
Infinity Wealth Counsel
Ohio
$434K
NHT
173
New Hampshire Trust
New Hampshire
$434K
RSWA
174
Robinson Smith Wealth Advisors
Maine
$422K
VC
175
Vicus Capital
Pennsylvania
$418K