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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
Bessemer Group
301
Bessemer Group
New Jersey
$16K
GAFA
302
Garton & Associates Financial Advisors
Kentucky
$15.7K
NSIM
303
North Star Investment Management
Illinois
$15.4K
CPG
304
Cornerstone Planning Group
New Jersey
$14.2K
TCM
305
Triumph Capital Management
Colorado
$12.3K
SPF
306
South Plains Financial
Texas
$11.3K
IIM
307
IFC & Insurance Marketing
California
$10K
PSB
308
Piscataqua Savings Bank
New Hampshire
$8.63K
HCM
309
Hollencrest Capital Management
California
$8.5K
B
310
Bayban
Minnesota
$7.86K
EAM
311
Eukles Asset Management
Ohio
$7.83K
SFG
312
Strive Financial Group
Indiana
$7.36K
GT
313
Glenmede Trust
Pennsylvania
$7.02K
S
314
SignatureFD
Georgia
$6.69K
Russell Investments Group
315
Russell Investments Group
United Kingdom
$6.08K
CAL
316
Capital Advisors Ltd
Ohio
$6K
DF
317
Dunhill Financial
United Kingdom
$5.29K
RIL
318
Rothschild Investment LLC
Illinois
$5.1K
IWM
319
Inlight Wealth Management
Georgia
$5.02K
CFD
320
Creative Financial Designs
Indiana
$4.85K
NSG
321
Nalls Sherbakoff Group
Tennessee
$4.48K
JWA
322
JFS Wealth Advisors
Pennsylvania
$4.47K
BHWM
323
Beaird Harris Wealth Management
Texas
$3.58K
MCA
324
McGuire Capital Advisors
Oklahoma
$3.51K
RFG
325
REAP Financial Group
Texas
$3.44K