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