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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
BlackRock
276
BlackRock
New York
$52.4K
BONH
277
Bank of New Hampshire
New Hampshire
$51.5K
FG
278
Fairman Group
Pennsylvania
$50.8K
OP
279
ORG Partners
Indiana
$49.3K
SS
280
SBI Securities
Japan
$47.7K
CMBA
281
C.M. Bidwell & Associates
Hawaii
$42.7K
AP
282
Aspect Partners
Virginia
$41.8K
API
283
Asset Planning Inc
California
$35.1K
William Blair & Company
284
William Blair & Company
Illinois
$34.6K
KSB
285
Kennebec Savings Bank
Maine
$34.5K
SGK
286
Steigerwald Gordon & Koch
Virginia
$33.5K
MTIC
287
Missouri Trust & Investment Company
Missouri
$32.6K
KBFS
288
Kohmann Bosshard Financial Services
Ohio
$31.9K
SFAM
289
Sawyer Falduto Asset Management
Illinois
$31.3K
CIAS
290
CBIZ Investment Advisory Services
Ohio
$29.8K
RF
291
Rossby Financial
Florida
$27.9K
HIW
292
Holos Integrated Wealth
Pennsylvania
$27.2K
PB
293
Pinnacle Bancorp
Nebraska
$24.6K
UCB
294
United Community Bank
South Carolina
$22.1K
LFG
295
Larson Financial Group
Missouri
$19.2K
ADL
296
Asset Dedication LLC
California
$18.8K
HAP
297
Harbor Asset Planning
Massachusetts
$18.3K
AC
298
AlphaCore Capital
California
$17.6K
SIS
299
Sound Income Strategies
Florida
$17.1K
SWM
300
Spire Wealth Management
Virginia
$16.7K