WisdomTree US SmallCap Dividend Fund
340 hedge funds and large institutions have $980M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 124 reducing their positions, and 15 closing their positions.
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
5% more funds holding
Funds holding: 324 → 340 (+16)
3% more capital invested
Capital invested by funds: $952M → $980M (+$27.3M)
0.71% more ownership
Funds ownership: 49.53% → 50.24% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
17% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 124
Top Buyers
| 1 |
AIM
Allen Investment Management
New York
|
+$9.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.43M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.6M |
| 4 |
Morgan Stanley
New York
|
+$2.4M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.33M |
Top Sellers
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$7.27M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$7.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.73M |
| 4 |
Two Sigma Investments
New York
|
-$4.48M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WANY
351
Wealthspire Advisors (New York)
New York
| – | -$54.8K | -1,626 | Closed |
|
|
MSG
352
Main Street Group
Glen Allen,
Virginia
| – | -$51.3K | -1,523 | Closed |
|
|
WTC
353
WhitTier Trust Company
Reno,
Nevada
| – | -$29.4K | -870 | Closed |
|
|
T
354
Tidemark
San Diego,
California
| – | -$26.7K | -793 | Closed |
|
|
AWM
355
Abound Wealth Management
Franklin,
Tennessee
| – | -$2.06K | -61 | Closed |
|
356
BNP Paribas Financial Markets
Paris,
France
| – | -$135 | -4 | Closed |
|
DES Hedge Fund Activity: Q4 2025 in Review
340 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2025, worth a combined $980M — up 2.9% from $952M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DES positions and 15 closed out — a net gain of 21 holders — while 103 added to existing stakes and 124 trimmed.
The largest buyer was Allen Investment Management, opening a new position worth an estimated $9.8M. The largest seller was Kestra Advisory Services, cutting an estimated $7.27M.
- 340 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2025, up from 324 in Q3 2025.
- Funds reported $980M of WisdomTree US SmallCap Dividend Fund stock for Q4 2025, up 2.9% quarter-over-quarter.
- 36 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2025 and 15 closed out, a net change of +21 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2025 was Allen Investment Management, an estimated $9.8M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2025 was Kestra Advisory Services, an estimated $7.27M sold.
Based on aggregated 13F filings for Q4 2025.