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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
PPW
126
Pasadena Private Wealth
California
$774K
CCA
127
Clearwater Capital Advisors
Illinois
$769K
MG
128
Mather Group
Illinois
$746K
FFA
129
Farther Finance Advisors
California
$740K
IWM
130
IHT Wealth Management
Illinois
$719K
SG
131
Sharper & Granite
California
$718K
CA
132
Clearstead Advisors
Ohio
$711K
IA
133
IFP Advisors
Florida
$702K
BCI
134
Brinker Capital Investments
Pennsylvania
$694K
NC
135
NewSquare Capital
Pennsylvania
$693K
Brown Advisory
136
Brown Advisory
Maryland
$678K
CRFG
137
Columbia River Financial Group
Washington
$675K
ACA
138
Aptus Capital Advisors
Alabama
$675K
MMA
139
Miracle Mile Advisors
California
$657K
Comerica Bank
140
Comerica Bank
Texas
$649K
GVAG
141
Great Valley Advisor Group
Delaware
$648K
IPAM
142
Investment Partners Asset Management
New Jersey
$647K
BPA
143
Beacon Pointe Advisors
California
$630K
FPAS
144
Focus Partners Advisor Solutions
Missouri
$618K
GIA
145
Gladstone Institutional Advisory
Florida
$610K
Fidelity Investments
146
Fidelity Investments
Massachusetts
$600K
IA
147
Integrity Alliance
Iowa
$598K
SC
148
SouthState Corp
Florida
$586K
IA
149
Insight Advisors
Pennsylvania
$578K
SF
150
Seek First
California
$574K