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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
AP
276
Aspect Partners
Virginia
$41.8K
API
277
Asset Planning Inc
California
$35.1K
William Blair & Company
278
William Blair & Company
Illinois
$34.6K
KSB
279
Kennebec Savings Bank
Maine
$34.5K
SGK
280
Steigerwald Gordon & Koch
Virginia
$33.5K
MTIC
281
Missouri Trust & Investment Company
Missouri
$32.6K
KBFS
282
Kohmann Bosshard Financial Services
Ohio
$31.9K
SFAM
283
Sawyer Falduto Asset Management
Illinois
$31.3K
CIAS
284
CBIZ Investment Advisory Services
Ohio
$29.8K
RF
285
Rossby Financial
Florida
$27.9K
HIW
286
Holos Integrated Wealth
Pennsylvania
$27.2K
PB
287
Pinnacle Bancorp
Nebraska
$24.6K
UCB
288
United Community Bank
South Carolina
$22.1K
LFG
289
Larson Financial Group
Missouri
$19.2K
ADL
290
Asset Dedication LLC
California
$18.8K
HAP
291
Harbor Asset Planning
Massachusetts
$18.3K
AC
292
AlphaCore Capital
California
$17.6K
SIS
293
Sound Income Strategies
Florida
$17.1K
SWM
294
Spire Wealth Management
Virginia
$16.7K
Bessemer Group
295
Bessemer Group
New Jersey
$16K
GAFA
296
Garton & Associates Financial Advisors
Kentucky
$15.7K
NSIM
297
North Star Investment Management
Illinois
$15.4K
CPG
298
Cornerstone Planning Group
New Jersey
$14.2K
TCM
299
Triumph Capital Management
Colorado
$12.3K
SPF
300
South Plains Financial
Texas
$11.3K