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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
HIA
101
Harbor Investment Advisory
Maryland
$1.14M
Citadel Advisors
102
Citadel Advisors
Florida
$1.12M
WCP
103
Wealthcare Capital Partners
Pennsylvania
$1.08M
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$1.06M
PS
105
Principal Securities
Iowa
$1.06M
Mariner
106
Mariner
Kansas
$1.03M
HSA
107
HBK Sorce Advisory
Pennsylvania
$1.02M
WIA
108
World Investment Advisors
California
$1.01M
WP
109
WealthShield Partners
North Carolina
$949K
PPWM
110
Paragon Private Wealth Management
Kentucky
$947K
IA
111
IFG Advisory
Georgia
$942K
CL
112
COWA LLC
Oklahoma
$940K
PAG
113
Private Advisor Group
New Jersey
$930K
CWM
114
Connecticut Wealth Management
Connecticut
$921K
ASN
115
Advisory Services Network
Georgia
$892K
ST
116
Spinnaker Trust
Maine
$883K
PFA
117
Petra Financial Advisors
Colorado
$879K
MBT
118
Montecito Bank & Trust
California
$871K
AC
119
Apella Capital
Connecticut
$861K
SMC
120
Smith, Moore & Co
Missouri
$857K
BF
121
BOK Financial
Oklahoma
$855K
Natixis Advisors
122
Natixis Advisors
Massachusetts
$816K
KWA
123
Kondo Wealth Advisors
California
$799K
HCM
124
Hengehold Capital Management
Ohio
$797K
BFPW
125
BOK Financial Private Wealth
Colorado
$791K