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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
SC
151
SouthState Corp
Florida
$586K
RCAG
152
Rehmann Capital Advisory Group
Michigan
$581K
IA
153
Insight Advisors
Pennsylvania
$578K
SF
154
Seek First
California
$574K
CAG
155
Csenge Advisory Group
Florida
$555K
EAM
156
Empirical Asset Management
Massachusetts
$539K
CCM
157
Collar Capital Management
Wisconsin
$526K
AQR Capital Management
158
AQR Capital Management
Connecticut
$511K
AIA
159
AssuredPartners Investment Advisors
Florida
$509K
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$509K
UPS
161
UHLMANN PRICE SECURITIES
Illinois
$506K
AI
162
Atria Investments
North Carolina
$502K
MSA
163
Marino Stram & Associates
Massachusetts
$500K
UAG
164
United Advisor Group
Ohio
$497K
CPIG
165
Chicago Partners Investment Group
Illinois
$497K
FFS
166
Founders Financial Securities
Maryland
$497K
MHS
167
M Holdings Securities
Oregon
$493K
SS
168
Sunbelt Securities
Texas
$489K
SC
169
Savant Capital
Illinois
$488K
AWC
170
Abundance Wealth Counselors
Pennsylvania
$487K
RRA
171
Round Rock Advisors
Connecticut
$481K
EWA
172
EP Wealth Advisors
California
$481K
SPC
173
Sigma Planning Corp
Michigan
$471K
AGA
174
Arkos Global Advisors
Texas
$467K
EH
175
Equitable Holdings
New York
$465K