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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
BHWM
326
Beaird Harris Wealth Management
Texas
$3.58K
MCA
327
McGuire Capital Advisors
Oklahoma
$3.51K
RFG
328
REAP Financial Group
Texas
$3.44K
GIA
329
GHP Investment Advisors
Colorado
$3.35K
GWSG
330
GPS Wealth Strategies Group
Colorado
$3.1K
SAM
331
Smartleaf Asset Management
Massachusetts
$1.72K
BCWM
332
Bartlett & Co Wealth Management
Ohio
$1.47K
KA
333
Kozak & Associates
Colorado
$1.43K
IWM
334
IMG Wealth Management
Florida
$1.03K
CT
335
Clearstead Trust
Maine
$702
BBHC
336
Brown Brothers Harriman & Co
New York
$669
RWA
337
Redmont Wealth Advisors
Illinois
$569
ETC
338
Exchange Traded Concepts
Oklahoma
$401
TRCT
339
Tower Research Capital (TRC)
New York
$368
Simplex Trading
340
Simplex Trading
Illinois
$33
Two Sigma Investments
341
Two Sigma Investments
New York
VC
342
Vestor Capital
Illinois
IWC
343
Integrated Wealth Concepts
Massachusetts
FTUS
344
Flow Traders U.S.
New York
CICC
345
Capital Investment Counsel (Colorado)
Colorado
VCP
346
Vista Capital Partners
Oregon
MAM
347
Milestone Asset Management
Pennsylvania
CGH
348
Crossmark Global Holdings
Texas
JWM
349
JPL Wealth Management
Colorado
WANY
350
Wealthspire Advisors (New York)
New York