WisdomTree US SmallCap Dividend Fund
324 hedge funds and large institutions have $952M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 130 reducing their positions, and 18 closing their positions.
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more capital invested
Capital invested by funds: $902M → $952M (+$50.4M)
1.53% more ownership
Funds ownership: 48% → 49.53% (+1.5%)
0% more funds holding
Funds holding: 323 → 324 (+1)
28% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.49M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.78M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.03M |
| 4 |
Two Sigma Investments
New York
|
+$3.31M |
| 5 |
VC
Vestor Capital
Chicago,
Illinois
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.77M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.17M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.67M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.43M |
DES Hedge Fund Activity: Q3 2025 in Review
324 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q3 2025, worth a combined $952M — up 5.6% from $902M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DES positions and 18 closed out — a net gain of 9 holders — while 94 added to existing stakes and 130 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $8.49M. The largest seller was Envestnet Asset Management, cutting an estimated $9.77M.
- 324 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q3 2025, up from 323 in Q2 2025.
- Funds reported $952M of WisdomTree US SmallCap Dividend Fund stock for Q3 2025, up 5.6% quarter-over-quarter.
- 27 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q3 2025 and 18 closed out, a net change of +9 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q3 2025 was Mercer Global Advisors, an estimated $8.49M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q3 2025 was Envestnet Asset Management, an estimated $9.77M sold.
Based on aggregated 13F filings for Q3 2025.