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WisdomTree US SmallCap Dividend Fund

336 hedge funds and large institutions have $974M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 123 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)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

Holders
336
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
CI
226
CX Institutional
Indiana
$264K
WCP
227
Wick Capital Partners
Pennsylvania
$264K
BFG
228
Berger Financial Group
Minnesota
$263K
VW
229
Vance Wealth
California
$259K
Invesco
230
Invesco
Georgia
$250K
TC
231
Trilogy Capital
California
$250K
PFG
232
Pinnacle Financial Group
Illinois
$245K
TM
233
TigerOak Management
New Mexico
$245K
AA
234
Armis Advisers
Georgia
$244K
MWA
235
Midland Wealth Advisors
Illinois
$237K
Lido Advisors
236
Lido Advisors
California
$236K
MIC
237
Meridian Investment Counsel
California
$234K
AF
238
Allworth Financial
California
$230K
JWCA
239
J.W. Cole Advisors
Florida
$226K
AWA
240
Arkadios Wealth Advisors
Georgia
$222K
RA
241
Rockingstone Advisors
Massachusetts
$220K
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$217K
GRP
243
Global Retirement Partners
California
$215K
MA
244
MCF Advisors
Kentucky
$213K
WFP
245
Wrenne Financial Planning
Kentucky
$212K
AWP
246
Axis Wealth Partners
Rhode Island
$210K
FG
247
Fiduciary Group
Georgia
$209K
CAM
248
Clark Asset Management
New Hampshire
$207K
ATPW
249
Ashton Thomas Private Wealth
Arizona
$206K
CASB
250
Cape Ann Savings Bank
Massachusetts
$205K