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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
IIM
301
IFC & Insurance Marketing
California
$10K
PSB
302
Piscataqua Savings Bank
New Hampshire
$8.63K
HCM
303
Hollencrest Capital Management
California
$8.5K
EAM
304
Eukles Asset Management
Ohio
$7.83K
SFG
305
Strive Financial Group
Indiana
$7.36K
GT
306
Glenmede Trust
Pennsylvania
$7.02K
S
307
SignatureFD
Georgia
$6.69K
Russell Investments Group
308
Russell Investments Group
United Kingdom
$6.08K
CAL
309
Capital Advisors Ltd
Ohio
$6K
DF
310
Dunhill Financial
United Kingdom
$5.29K
RIL
311
Rothschild Investment LLC
Illinois
$5.1K
IWM
312
Inlight Wealth Management
Georgia
$5.02K
CFD
313
Creative Financial Designs
Indiana
$4.85K
JWA
314
JFS Wealth Advisors
Pennsylvania
$4.47K
BHWM
315
Beaird Harris Wealth Management
Texas
$3.58K
MCA
316
McGuire Capital Advisors
Oklahoma
$3.51K
RFG
317
REAP Financial Group
Texas
$3.44K
GIA
318
GHP Investment Advisors
Colorado
$3.35K
GWSG
319
GPS Wealth Strategies Group
Colorado
$3.1K
SAM
320
Smartleaf Asset Management
Massachusetts
$1.72K
BCWM
321
Bartlett & Co Wealth Management
Ohio
$1.47K
KA
322
Kozak & Associates
Colorado
$1.43K
FVCM
323
F&V Capital Management
Florida
$1.28K
IWM
324
IMG Wealth Management
Florida
$1.03K
CT
325
Clearstead Trust
Maine
$702