DES icon

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
EWM
276
Evermay Wealth Management
Virginia
$53.4K
TCOV
277
Trust Company of Vermont
Vermont
$52.9K
BlackRock
278
BlackRock
New York
$52.4K
BONH
279
Bank of New Hampshire
New Hampshire
$51.5K
FG
280
Fairman Group
Pennsylvania
$50.8K
OP
281
ORG Partners
Indiana
$49.3K
SS
282
SBI Securities
Japan
$47.7K
CMBA
283
C.M. Bidwell & Associates
Hawaii
$42.7K
AP
284
Aspect Partners
Virginia
$41.8K
MWA
285
Medallion Wealth Advisors
Connecticut
$40.9K
API
286
Asset Planning Inc
California
$35.1K
William Blair & Company
287
William Blair & Company
Illinois
$34.6K
KSB
288
Kennebec Savings Bank
Maine
$34.5K
SGK
289
Steigerwald Gordon & Koch
Virginia
$33.5K
MTIC
290
Missouri Trust & Investment Company
Missouri
$32.6K
KBFS
291
Kohmann Bosshard Financial Services
Ohio
$31.9K
SFAM
292
Sawyer Falduto Asset Management
Illinois
$31.3K
CIAS
293
CBIZ Investment Advisory Services
Ohio
$29.8K
RF
294
Rossby Financial
Florida
$27.9K
HIW
295
Holos Integrated Wealth
Pennsylvania
$27.2K
PB
296
Pinnacle Bancorp
Nebraska
$24.6K
UCB
297
United Community Bank
South Carolina
$22.1K
LFG
298
Larson Financial Group
Missouri
$19.2K
ADL
299
Asset Dedication LLC
California
$18.8K
HAP
300
Harbor Asset Planning
Massachusetts
$18.3K