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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
SEIA
51
Signature Estate & Investment Advisors
California
$3.1M
WA
52
Waverly Advisors
Alabama
$2.98M
AF
53
Advisornet Financial
Minnesota
$2.75M
Truist Financial
54
Truist Financial
North Carolina
$2.73M
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$2.71M
VCS
56
Vaughan & Co Securities
New Jersey
$2.63M
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$2.6M
SPIA
58
Steward Partners Investment Advisory
New York
$2.52M
Corient Private Wealth
59
Corient Private Wealth
Florida
$2.36M
SYBT
60
Stock Yards Bank & Trust
Kentucky
$2.27M
MSA
61
Marathon Strategic Advisors
Pennsylvania
$2.23M
CAL
62
Capital Analysts LLC
Pennsylvania
$2.21M
P
63
&Partners
Tennessee
$2.14M
FGWP
64
Founders Grove Wealth Partners
Virginia
$2.1M
TWM
65
TopTier Wealth Management
Wisconsin
$2.05M
MFG
66
Merit Financial Group
Georgia
$2.01M
GEA
67
Glen Eagle Advisors
New Jersey
$1.96M
1WA
68
180 Wealth Advisors
Washington
$1.94M
CFA
69
Cahill Financial Advisors
Minnesota
$1.94M
AIM
70
Aspen Investment Management
Michigan
$1.94M
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.93M
MT
72
Midwest Trust
Kansas
$1.92M
MML Investors Services
73
MML Investors Services
Massachusetts
$1.89M
MWM
74
Modera Wealth Management
New Jersey
$1.83M
SL
75
Salomon & Ludwin
Virginia
$1.83M