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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
MFS
251
Madrona Financial Services
Washington
$204K
HP
252
Hilltop Partners
Indiana
$202K
CT
253
Caldwell Trust
Florida
$183K
GWM
254
Geneos Wealth Management
Colorado
$183K
RDFA
255
Ritter Daniher Financial Advisory
Ohio
$173K
WETS
256
Wealth Enhancement Trust Services
South Dakota
$169K
SAG
257
SageView Advisory Group
California
$143K
AWM
258
AE Wealth Management
Kansas
$120K
EWM
259
Evolution Wealth Management
Florida
$113K
CT
260
Colonial Trust
South Carolina
$109K
MFT
261
Moisand Fitzgerald Tamayo
Florida
$109K
VCM
262
Viewpoint Capital Management
Washington
$95.5K
CA
263
CoreCap Advisors
Michigan
$88K
US Bancorp
264
US Bancorp
Minnesota
$86.1K
HBW
265
Hazlett, Burt & Watson
West Virginia
$86K
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$85.6K
DFA
267
DHJJ Financial Advisors
Illinois
$77.5K
CIAS
268
Capital Investment Advisory Services
North Carolina
$73.3K
WB
269
Webster Bank
Connecticut
$69.2K
VCM
270
Versant Capital Management
Arizona
$65K
HWA
271
Heritage Wealth Advisors
Virginia
$59.2K
UBS AM
272
UBS AM
Illinois
$56.9K
FHA
273
Flagship Harbor Advisors
Massachusetts
$55.2K
EWM
274
Evermay Wealth Management
Virginia
$53.4K
TCOV
275
Trust Company of Vermont
Vermont
$52.9K