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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
CAG
151
Csenge Advisory Group
Florida
$555K
EAM
152
Empirical Asset Management
Massachusetts
$539K
CCM
153
Collar Capital Management
Wisconsin
$526K
AQR Capital Management
154
AQR Capital Management
Connecticut
$511K
AIA
155
AssuredPartners Investment Advisors
Florida
$509K
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$509K
UPS
157
UHLMANN PRICE SECURITIES
Illinois
$506K
AI
158
Atria Investments
North Carolina
$502K
MSA
159
Marino Stram & Associates
Massachusetts
$500K
UAG
160
United Advisor Group
Ohio
$497K
CPIG
161
Chicago Partners Investment Group
Illinois
$497K
FFS
162
Founders Financial Securities
Maryland
$497K
MHS
163
M Holdings Securities
Oregon
$493K
SS
164
Sunbelt Securities
Texas
$489K
SC
165
Savant Capital
Illinois
$488K
AWC
166
Abundance Wealth Counselors
Pennsylvania
$487K
RRA
167
Round Rock Advisors
Connecticut
$481K
EWA
168
EP Wealth Advisors
California
$481K
SPC
169
Sigma Planning Corp
Michigan
$471K
AGA
170
Arkos Global Advisors
Texas
$467K
EH
171
Equitable Holdings
New York
$465K
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$455K
IAN
173
Integrated Advisors Network
Texas
$450K
IWC
174
Infinity Wealth Counsel
Ohio
$445K
MFS
175
McNamara Financial Services
Massachusetts
$441K