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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
FFN
176
Focus Financial Network
Minnesota
$438K
AAP
177
Arax Advisory Partners
Colorado
$437K
NHT
178
New Hampshire Trust
New Hampshire
$431K
SA
179
Sanctuary Advisors
Indiana
$415K
PA
180
Pinnacle Associates
New York
$413K
DE
181
Diversified Enterprises
Delaware
$404K
BRWM
182
Blue Rock Wealth Management
North Carolina
$403K
JSL
183
JT Stratford LLC
Georgia
$402K
PRI
184
Prepared Retirement Institute
Pennsylvania
$397K
IIA
185
Integral Investment Advisors
California
$387K
HW
186
Hancock Whitney
Mississippi
$386K
FFA
187
Founders Financial Alliance
North Carolina
$373K
UCFA
188
United Capital Financial Advisors
Texas
$371K
LAM
189
LOM Asset Management
$368K
AC
190
Anson Capital
Georgia
$368K
BWP
191
BlueStem Wealth Partners
Minnesota
$359K
SIC
192
Sterling Investment Counsel
New York
$357K
NWA
193
Navis Wealth Advisors
New York
$355K
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$354K
VCA
195
Verdence Capital Advisors
Maryland
$353K
FNT
196
First National Trust
Pennsylvania
$352K
AAS
197
Ameritas Advisory Services
Nebraska
$342K
BFW
198
Brady Family Wealth
Missouri
$340K
VC
199
Vicus Capital
Pennsylvania
$340K
RSWA
200
Robinson Smith Wealth Advisors
Maine
$338K