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WisdomTree US SmallCap Dividend Fund

329 hedge funds and large institutions have $965M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 122 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 122

Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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 +$9.8M
2 +$4.43M
3 +$2.6M
4
Morgan Stanley
Morgan Stanley
New York
+$2.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.33M

Top Sellers

1 -$9.56M
2 -$7.27M
3 -$4.73M
4
Two Sigma Investments
Two Sigma Investments
New York
-$4.48M
5
LPL Financial
LPL Financial
California
-$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
226
Invesco
Georgia
$250K
TC
227
Trilogy Capital
California
$250K
PFG
228
Pinnacle Financial Group
Illinois
$245K
TM
229
TigerOak Management
New Mexico
$245K
MWA
230
Midland Wealth Advisors
Illinois
$237K
Lido Advisors
231
Lido Advisors
California
$236K
MIC
232
Meridian Investment Counsel
California
$234K
AF
233
Allworth Financial
California
$230K
JWCA
234
J.W. Cole Advisors
Florida
$226K
AWA
235
Arkadios Wealth Advisors
Georgia
$222K
RA
236
Rockingstone Advisors
Massachusetts
$220K
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$217K
GRP
238
Global Retirement Partners
California
$215K
MA
239
MCF Advisors
Kentucky
$213K
WFP
240
Wrenne Financial Planning
Kentucky
$212K
AWP
241
Axis Wealth Partners
Rhode Island
$210K
FG
242
Fiduciary Group
Georgia
$209K
CAM
243
Clark Asset Management
New Hampshire
$207K
ATPW
244
Ashton Thomas Private Wealth
Arizona
$206K
CASB
245
Cape Ann Savings Bank
Massachusetts
$205K
MFS
246
Madrona Financial Services
Washington
$204K
HP
247
Hilltop Partners
Indiana
$202K
CT
248
Caldwell Trust
Florida
$183K
GWM
249
Geneos Wealth Management
Colorado
$183K
RDFA
250
Ritter Daniher Financial Advisory
Ohio
$173K