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WisdomTree US SmallCap Dividend Fund
DES

324 hedge funds and large institutions have $952M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 130 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

6% more capital invested

Capital invested by funds: $902M → $952M (+$50.4M)

1.53% more ownership

Funds ownership: 48% → 49.53% (+1.5%)

0% more funds holding

Funds holding: 323 → 324 (+1)

28% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 130

Holders
324
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.25%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
27
Increased
94
Reduced
130
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.49M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.78M
3
Bank of America
Bank of America
North Carolina
+$4.03M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.31M
5
VC
Vestor Capital
Illinois
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.77M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.17M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.67M
4
UBS Group
UBS Group
Switzerland
-$3.4M
5
Ameriprise
Ameriprise
Minnesota
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
226
Midland Wealth Advisors
Illinois
$239K -$4.92K -148 -2%
MIC
227
Meridian Investment Counsel
California
$236K – – –
AF
228
Allworth Financial
California
$231K – – –
JWCA
229
J.W. Cole Advisors
Florida
$230K -$4.12K -124 -2%
CICC
230
Capital Investment Counsel (Colorado)
Colorado
$227K – – –
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$218K – – –
PFG
232
Pinnacle Financial Group
Illinois
$217K +$214K +6,431 New
VCP
233
Vista Capital Partners
Oregon
$214K +$211K +6,365 New
WFP
234
Wrenne Financial Planning
Kentucky
$214K -$5.25K -158 -2%
RDFA
235
Ritter Daniher Financial Advisory
Ohio
$213K +$210K +6,319 New
AWP
236
Axis Wealth Partners
Rhode Island
$212K -$2.03K -61 -1%
BA
237
Bristlecone Advisors
Washington
$211K -$427K -12,850 -67%
Lido Advisors
238
Lido Advisors
California
$211K +$208K +6,273 New
FG
239
Fiduciary Group
Georgia
$210K +$207K +6,240 New
MAM
240
Milestone Asset Management
Pennsylvania
$209K +$206K +6,206 New
MFS
241
Madrona Financial Services
Washington
$209K +$206K +6,192 New
AWA
242
Arkadios Wealth Advisors
Georgia
$208K +$205K +6,179 New
CASB
243
Cape Ann Savings Bank
Massachusetts
$206K +$203K +6,114 New
HP
244
Hilltop Partners
Indiana
$203K -$160K -4,831 -45%
CGH
245
Crossmark Global Holdings
Texas
$203K -$64.3K -1,935 -24%
OIA
246
Optimum Investment Advisors
Illinois
$191K – – –
CT
247
Caldwell Trust
Florida
$185K – – –
GWM
248
Geneos Wealth Management
Colorado
$184K -$2.92K -88 -2%
MA
249
MCF Advisors
Kentucky
$180K +$57.1K +1,719 +47%
EWM
250
Evolution Wealth Management
Florida
$160K -$12.6K -378 -7%
8 9
10
11 12

DES Hedge Fund Activity: Q3 2025 in Review

324 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2025, worth a combined $952M — up 5.6% from $902M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DES positions and 18 closed out — a net gain of 9 holders — while 94 added to existing stakes and 130 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $8.49M. The largest seller was Envestnet Asset Management, cutting an estimated $9.77M.

  • 324 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2025, up from 323 in Q2 2025.
  • Funds reported $952M of WisdomTree US SmallCap Dividend Fund stock for Q3 2025, up 5.6% quarter-over-quarter.
  • 27 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2025 and 18 closed out, a net change of +9 holders.
  • The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2025 was Mercer Global Advisors, an estimated $8.49M added.
  • The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2025 was Envestnet Asset Management, an estimated $9.77M sold.

Based on aggregated 13F filings for Q3 2025.