DES icon

WisdomTree US SmallCap Dividend Fund

329 hedge funds and large institutions have $965M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 122 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: 101 | Existing positions reduced: 122

Holders
329
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 -$9.56M
2 -$7.27M
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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$7.03M
HA
27
HC Advisors
Georgia
$6.86M
HHRDM
28
H&H Retirement Design & Management
Nevada
$6.82M
JP Morgan Chase
29
JP Morgan Chase
New York
$6.5M
DSCM
30
Del-Sette Capital Management
New York
$6.33M
Osaic Holdings
31
Osaic Holdings
Arizona
$5.79M
PCG
32
Prosperity Consulting Group
Maryland
$5.51M
KFI
33
Key Financial Inc
Pennsylvania
$5.41M
CFP
34
Cascade Financial Partners
California
$5.4M
MPW
35
Melone Private Wealth
Michigan
$5.34M
LKWM
36
Lee-Kelleher Wealth Management
Maryland
$5.15M
Baird Financial Group
37
Baird Financial Group
Wisconsin
$4.99M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$4.92M
SWM
39
Stonebridge Wealth Management
Illinois
$4.9M
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$4.84M
Stifel Financial
41
Stifel Financial
Missouri
$4.57M
EWM
42
Empirical Wealth Management
Washington
$4.3M
PPW
43
Parcion Private Wealth
Washington
$4.3M
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$4.28M
C
45
Croban
Ohio
$4.08M
FFA
46
Frazier Financial Advisors
Ohio
$3.96M
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$3.44M
EAM
48
Evanson Asset Management
California
$3.28M
HighTower Advisors
49
HighTower Advisors
Illinois
$3.14M
Cerity Partners
50
Cerity Partners
New York
$3.13M