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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
Cerity Partners
51
Cerity Partners
New York
$3.13M
SEIA
52
Signature Estate & Investment Advisors
California
$3.1M
WA
53
Waverly Advisors
Alabama
$2.98M
AF
54
Advisornet Financial
Minnesota
$2.75M
Truist Financial
55
Truist Financial
North Carolina
$2.73M
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$2.71M
VCS
57
Vaughan & Co Securities
New Jersey
$2.63M
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$2.6M
SPIA
59
Steward Partners Investment Advisory
New York
$2.52M
FNB
60
Farmers National Bank
Kentucky
$2.5M
SYBT
61
Stock Yards Bank & Trust
Kentucky
$2.27M
MSA
62
Marathon Strategic Advisors
Pennsylvania
$2.23M
BFG
63
Beacon Financial Group
Texas
$2.23M
CAL
64
Capital Analysts LLC
Pennsylvania
$2.21M
P
65
&Partners
Tennessee
$2.14M
FGWP
66
Founders Grove Wealth Partners
Virginia
$2.1M
TWM
67
TopTier Wealth Management
Wisconsin
$2.05M
MFG
68
Merit Financial Group
Georgia
$2.01M
GEA
69
Glen Eagle Advisors
New Jersey
$1.96M
1WA
70
180 Wealth Advisors
Washington
$1.94M
CFA
71
Cahill Financial Advisors
Minnesota
$1.94M
AIM
72
Aspen Investment Management
Michigan
$1.94M
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.93M
MT
74
Midwest Trust
Kansas
$1.92M
MML Investors Services
75
MML Investors Services
Massachusetts
$1.89M