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WisdomTree US SmallCap Dividend Fund
340 hedge funds and large institutions have $980M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 124 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
5% more funds holding
Funds holding: 324 → 340 (+16)
3% more capital invested
Capital invested by funds: $952M → $980M (+$27.3M)
0.71% more ownership
Funds ownership: 49.53% → 50.24% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
17% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 124
Holders
340
Holders Change
+16
Holders Change %
+4.94%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
36
Increased
103
Reduced
124
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AIM
Allen Investment Management
New York
|
+$9.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.43M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.6M |
| 4 |
Morgan Stanley
New York
|
+$2.4M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.33M |
Top Sellers
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$7.27M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$7.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.73M |
| 4 |
Two Sigma Investments
New York
|
-$4.48M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.55M |
