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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
WETS
251
Wealth Enhancement Trust Services
South Dakota
$169K
SAG
252
SageView Advisory Group
California
$143K
AWM
253
AE Wealth Management
Kansas
$120K
EWM
254
Evolution Wealth Management
Florida
$113K
CT
255
Colonial Trust
South Carolina
$109K
MFT
256
Moisand Fitzgerald Tamayo
Florida
$109K
VCM
257
Viewpoint Capital Management
Washington
$95.5K
CA
258
CoreCap Advisors
Michigan
$88K
US Bancorp
259
US Bancorp
Minnesota
$86.1K
HBW
260
Hazlett, Burt & Watson
West Virginia
$86K
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$85.6K
DFA
262
DHJJ Financial Advisors
Illinois
$77.5K
CIAS
263
Capital Investment Advisory Services
North Carolina
$73.3K
WB
264
Webster Bank
Connecticut
$69.2K
VCM
265
Versant Capital Management
Arizona
$65K
HWA
266
Heritage Wealth Advisors
Virginia
$59.2K
UBS AM
267
UBS AM
Illinois
$56.9K
FHA
268
Flagship Harbor Advisors
Massachusetts
$55.2K
EWM
269
Evermay Wealth Management
Virginia
$53.4K
TCOV
270
Trust Company of Vermont
Vermont
$52.9K
BlackRock
271
BlackRock
New York
$52.4K
FG
272
Fairman Group
Pennsylvania
$50.8K
OP
273
ORG Partners
Indiana
$49.3K
SS
274
SBI Securities
Japan
$47.7K
CMBA
275
C.M. Bidwell & Associates
Hawaii
$42.7K