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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
TCWM
101
Total Clarity Wealth Management
Illinois
$1.17M
OC
102
Oppenheimer & Co
New York
$1.16M
SHFA
103
SC&H Financial Advisors
Maryland
$1.16M
HIA
104
Harbor Investment Advisory
Maryland
$1.14M
Citadel Advisors
105
Citadel Advisors
Florida
$1.12M
WCP
106
Wealthcare Capital Partners
Pennsylvania
$1.08M
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$1.06M
PS
108
Principal Securities
Iowa
$1.06M
WIA
109
World Investment Advisors
California
$1.03M
Mariner
110
Mariner
Kansas
$1.03M
HSA
111
HBK Sorce Advisory
Pennsylvania
$1.02M
WP
112
WealthShield Partners
North Carolina
$949K
PPWM
113
Paragon Private Wealth Management
Kentucky
$947K
IA
114
IFG Advisory
Georgia
$942K
CL
115
COWA LLC
Oklahoma
$940K
PAG
116
Private Advisor Group
New Jersey
$930K
CWM
117
Connecticut Wealth Management
Connecticut
$921K
ASN
118
Advisory Services Network
Georgia
$892K
ST
119
Spinnaker Trust
Maine
$883K
PFA
120
Petra Financial Advisors
Colorado
$879K
MBT
121
Montecito Bank & Trust
California
$871K
AC
122
Apella Capital
Connecticut
$861K
SMC
123
Smith, Moore & Co
Missouri
$857K
BF
124
BOK Financial
Oklahoma
$855K
Natixis Advisors
125
Natixis Advisors
Massachusetts
$816K