DES icon

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
TNBTD
201
Trustmark National Bank Trust Department
Mississippi
$321K
PSF
202
Pacific Sun Financial
California
$319K
IWP
203
Invenio Wealth Partners
Florida
$316K
PWMAG
204
Pinnacle Wealth Management Advisory Group
New Jersey
$315K
SOS
205
Silver Oak Securities
Tennessee
$312K
NIWA
206
New Insight Wealth Advisors
California
$311K
DAS
207
Dynamic Advisor Solutions
Arizona
$310K
RA
208
Rockingstone Advisors
Massachusetts
$305K
HI
209
Harbour Investments
Wisconsin
$302K
BWP
210
BlueStem Wealth Partners
Minnesota
$293K
PT
211
Plimoth Trust
Massachusetts
$289K
FTUS
212
Flow Traders U.S.
New York
$287K
MCM
213
MAI Capital Management
Ohio
$286K
NS
214
NBC Securities
Alabama
$280K
MWP
215
Moller Wealth Partners
$273K
WCP
216
Wick Capital Partners
Pennsylvania
$266K
BFG
217
Berger Financial Group
Minnesota
$265K
Invesco
218
Invesco
Georgia
$265K
AC
219
Anson Capital
Georgia
$262K
VW
220
Vance Wealth
California
$260K
TC
221
Trilogy Capital
California
$252K
TM
222
TigerOak Management
New Mexico
$247K
AIA
223
Ally Invest Advisors
North Carolina
$244K
MWA
224
Midland Wealth Advisors
Illinois
$239K
MIC
225
Meridian Investment Counsel
California
$236K