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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
CAG
151
Csenge Advisory Group
Florida
$559K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$557K
SC
153
Savant Capital
Illinois
$550K
CCM
154
Collar Capital Management
Wisconsin
$548K
EAM
155
Empirical Asset Management
Massachusetts
$544K
CI
156
CX Institutional
Indiana
$521K
UPS
157
UHLMANN PRICE SECURITIES
Illinois
$512K
MSA
158
Marino Stram & Associates
Massachusetts
$503K
Fidelity Investments
159
Fidelity Investments
Massachusetts
$501K
SS
160
Sunbelt Securities
Texas
$494K
AWC
161
Abundance Wealth Counselors
Pennsylvania
$490K
RRA
162
Round Rock Advisors
Connecticut
$489K
AQR Capital Management
163
AQR Capital Management
Connecticut
$486K
IAN
164
Integrated Advisors Network
Texas
$480K
BRWM
165
Blue Rock Wealth Management
North Carolina
$480K
AGA
166
Arkos Global Advisors
Texas
$475K
SPC
167
Sigma Planning Corp
Michigan
$474K
MFS
168
McNamara Financial Services
Massachusetts
$473K
CPIG
169
Chicago Partners Investment Group
Illinois
$471K
EH
170
Equitable Holdings
New York
$468K
FFN
171
Focus Financial Network
Minnesota
$450K
AAP
172
Arax Advisory Partners
Colorado
$440K
PA
173
Pinnacle Associates
New York
$439K
IWC
174
Infinity Wealth Counsel
Ohio
$434K
NHT
175
New Hampshire Trust
New Hampshire
$434K