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WisdomTree US SmallCap Dividend Fund

339 hedge funds and large institutions have $975M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 124 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: 103 | Existing positions reduced: 124

Holders
339
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 -$7.27M
2 -$7.2M
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
HI
226
Harbour Investments
Wisconsin
$267K
NS
227
NBC Securities
Alabama
$267K
CI
228
CX Institutional
Indiana
$264K
WCP
229
Wick Capital Partners
Pennsylvania
$264K
BFG
230
Berger Financial Group
Minnesota
$263K
VW
231
Vance Wealth
California
$259K
Invesco
232
Invesco
Georgia
$250K
TC
233
Trilogy Capital
California
$250K
PFG
234
Pinnacle Financial Group
Illinois
$245K
TM
235
TigerOak Management
New Mexico
$245K
AA
236
Armis Advisers
Georgia
$244K
MWA
237
Midland Wealth Advisors
Illinois
$237K
Lido Advisors
238
Lido Advisors
California
$236K
MIC
239
Meridian Investment Counsel
California
$234K
AF
240
Allworth Financial
California
$230K
JWCA
241
J.W. Cole Advisors
Florida
$226K
AWA
242
Arkadios Wealth Advisors
Georgia
$222K
RA
243
Rockingstone Advisors
Massachusetts
$220K
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$217K
GRP
245
Global Retirement Partners
California
$215K
MA
246
MCF Advisors
Kentucky
$213K
WFP
247
Wrenne Financial Planning
Kentucky
$212K
AWP
248
Axis Wealth Partners
Rhode Island
$210K
FG
249
Fiduciary Group
Georgia
$209K
CAM
250
Clark Asset Management
New Hampshire
$207K