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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
MWM
76
Modera Wealth Management
New Jersey
$1.83M
SL
77
Salomon & Ludwin
Virginia
$1.83M
JFA
78
JNBA Financial Advisors
Minnesota
$1.77M
AG
79
Ascent Group
Virginia
$1.76M
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$1.73M
IRP
81
Investment Research Partners
Pennsylvania
$1.69M
FRA
82
FFG Retirement Advisors
Colorado
$1.66M
FAP
83
Financial Advisory Partners
Florida
$1.66M
PAG
84
Powers Advisory Group
Illinois
$1.64M
NB
85
NBT Bank
New York
$1.63M
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$1.5M
Goldman Sachs
87
Goldman Sachs
New York
$1.49M
AWM
88
Apollon Wealth Management
South Carolina
$1.45M
ONSWM
89
Old North State Wealth Management
North Carolina
$1.38M
IA
90
Invested Advisors
Pennsylvania
$1.37M
WB
91
WesBanco Bank
West Virginia
$1.37M
PTP
92
Platform Technology Partners
New York
$1.33M
IWP
93
IAG Wealth Partners
Wisconsin
$1.33M
IWA
94
Inspirion Wealth Advisors
Illinois
$1.3M
FVCM
95
F&V Capital Management
Florida
$1.28M
NA
96
NewEdge Advisors
Louisiana
$1.28M
WW
97
Waterfront Wealth
Kansas
$1.22M
HHGA
98
Halbert Hargrove Global Advisors
California
$1.21M
MGIA
99
Moneta Group Investment Advisors
Missouri
$1.2M
IBOK
100
Independence Bank of Kentucky
Kentucky
$1.2M