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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
IWC
176
Infinity Wealth Counsel
Ohio
$434K
NHT
177
New Hampshire Trust
New Hampshire
$434K
RSWA
178
Robinson Smith Wealth Advisors
Maine
$422K
VC
179
Vicus Capital
Pennsylvania
$418K
DE
180
Diversified Enterprises
Delaware
$415K
UCFA
181
United Capital Financial Advisors
Texas
$412K
PRI
182
Prepared Retirement Institute
Pennsylvania
$407K
FFS
183
Founders Financial Securities
Maryland
$400K
FFA
184
Founders Financial Alliance
North Carolina
$400K
CWM
185
Collaborative Wealth Management
Florida
$397K
JSL
186
JT Stratford LLC
Georgia
$393K
HW
187
Hancock Whitney
Mississippi
$393K
IIA
188
Integral Investment Advisors
California
$390K
LAM
189
LOM Asset Management
$370K
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$370K
EWA
191
Exencial Wealth Advisors
Oklahoma
$366K
VCA
192
Verdence Capital Advisors
Maryland
$356K
FNT
193
First National Trust
Pennsylvania
$354K
PI
194
PFG Investments
New York
$351K
CTWM
195
Cherry Tree Wealth Management
Minnesota
$350K
BFW
196
Brady Family Wealth
Missouri
$343K
GFA
197
Gallagher Fiduciary Advisors
Illinois
$332K
NWA
198
Navis Wealth Advisors
New York
$326K
PAS
199
Park Avenue Securities
New York
$326K
DWM
200
Dakota Wealth Management
Florida
$323K