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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
KWA
126
Kondo Wealth Advisors
California
$799K
HCM
127
Hengehold Capital Management
Ohio
$797K
BFPW
128
BOK Financial Private Wealth
Colorado
$791K
PPW
129
Pasadena Private Wealth
California
$774K
CCA
130
Clearwater Capital Advisors
Illinois
$769K
MG
131
Mather Group
Illinois
$746K
FFA
132
Farther Finance Advisors
California
$740K
IWM
133
IHT Wealth Management
Illinois
$719K
SG
134
Sharper & Granite
California
$718K
CA
135
Clearstead Advisors
Ohio
$711K
IA
136
IFP Advisors
Florida
$702K
BCI
137
Brinker Capital Investments
Pennsylvania
$694K
NC
138
NewSquare Capital
Pennsylvania
$693K
Brown Advisory
139
Brown Advisory
Maryland
$678K
CRFG
140
Columbia River Financial Group
Washington
$675K
ACA
141
Aptus Capital Advisors
Alabama
$675K
MMA
142
Miracle Mile Advisors
California
$657K
Comerica Bank
143
Comerica Bank
Texas
$649K
GVAG
144
Great Valley Advisor Group
Delaware
$648K
IPAM
145
Investment Partners Asset Management
New Jersey
$647K
BPA
146
Beacon Pointe Advisors
California
$630K
FPAS
147
Focus Partners Advisor Solutions
Missouri
$618K
GIA
148
Gladstone Institutional Advisory
Florida
$610K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$600K
IA
150
Integrity Alliance
Iowa
$598K