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
AC
301
AlphaCore Capital
California
$17.6K
SIS
302
Sound Income Strategies
Florida
$17.1K
SWM
303
Spire Wealth Management
Virginia
$16.7K
Bessemer Group
304
Bessemer Group
New Jersey
$16K
GAFA
305
Garton & Associates Financial Advisors
Kentucky
$15.7K
NSIM
306
North Star Investment Management
Illinois
$15.4K
CPG
307
Cornerstone Planning Group
New Jersey
$14.2K
TCM
308
Triumph Capital Management
Colorado
$12.3K
SPF
309
South Plains Financial
Texas
$11.3K
IIM
310
IFC & Insurance Marketing
California
$10K
PSB
311
Piscataqua Savings Bank
New Hampshire
$8.63K
HCM
312
Hollencrest Capital Management
California
$8.5K
B
313
Bayban
Minnesota
$7.86K
EAM
314
Eukles Asset Management
Ohio
$7.83K
SFG
315
Strive Financial Group
Indiana
$7.36K
GT
316
Glenmede Trust
Pennsylvania
$7.02K
S
317
SignatureFD
Georgia
$6.69K
Russell Investments Group
318
Russell Investments Group
United Kingdom
$6.08K
CAL
319
Capital Advisors Ltd
Ohio
$6K
DF
320
Dunhill Financial
United Kingdom
$5.29K
RIL
321
Rothschild Investment LLC
Illinois
$5.1K
IWM
322
Inlight Wealth Management
Georgia
$5.02K
CFD
323
Creative Financial Designs
Indiana
$4.85K
NSG
324
Nalls Sherbakoff Group
Tennessee
$4.48K
JWA
325
JFS Wealth Advisors
Pennsylvania
$4.47K