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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
AI
151
Atria Investments
North Carolina
$570K
CAG
152
Csenge Advisory Group
Florida
$559K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$557K
SC
154
Savant Capital
Illinois
$550K
CCM
155
Collar Capital Management
Wisconsin
$548K
EAM
156
Empirical Asset Management
Massachusetts
$544K
CI
157
CX Institutional
Indiana
$521K
UPS
158
UHLMANN PRICE SECURITIES
Illinois
$512K
MSA
159
Marino Stram & Associates
Massachusetts
$503K
Fidelity Investments
160
Fidelity Investments
Massachusetts
$501K
SS
161
Sunbelt Securities
Texas
$494K
AWC
162
Abundance Wealth Counselors
Pennsylvania
$490K
RRA
163
Round Rock Advisors
Connecticut
$489K
AQR Capital Management
164
AQR Capital Management
Connecticut
$486K
IAN
165
Integrated Advisors Network
Texas
$480K
BRWM
166
Blue Rock Wealth Management
North Carolina
$480K
AGA
167
Arkos Global Advisors
Texas
$475K
SPC
168
Sigma Planning Corp
Michigan
$474K
MFS
169
McNamara Financial Services
Massachusetts
$473K
CPIG
170
Chicago Partners Investment Group
Illinois
$471K
EH
171
Equitable Holdings
New York
$468K
FFN
172
Focus Financial Network
Minnesota
$450K
SA
173
Sanctuary Advisors
Indiana
$446K
AAP
174
Arax Advisory Partners
Colorado
$440K
PA
175
Pinnacle Associates
New York
$439K