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WisdomTree US SmallCap Dividend Fund

339 hedge funds and large institutions have $975M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 124 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: 103 | Existing positions reduced: 124

Holders
339
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
EH
176
Equitable Holdings
New York
$465K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$455K
IAN
178
Integrated Advisors Network
Texas
$450K
IWC
179
Infinity Wealth Counsel
Ohio
$445K
CWL
180
Causey Wealth LLC
Colorado
$443K
MFS
181
McNamara Financial Services
Massachusetts
$441K
FFN
182
Focus Financial Network
Minnesota
$438K
AAP
183
Arax Advisory Partners
Colorado
$437K
NHT
184
New Hampshire Trust
New Hampshire
$431K
SA
185
Sanctuary Advisors
Indiana
$415K
PA
186
Pinnacle Associates
New York
$413K
DE
187
Diversified Enterprises
Delaware
$404K
BRWM
188
Blue Rock Wealth Management
North Carolina
$403K
JSL
189
JT Stratford LLC
Georgia
$402K
PRI
190
Prepared Retirement Institute
Pennsylvania
$397K
IIA
191
Integral Investment Advisors
California
$387K
HW
192
Hancock Whitney
Mississippi
$386K
FFA
193
Founders Financial Alliance
North Carolina
$373K
UCFA
194
United Capital Financial Advisors
Texas
$371K
LAM
195
LOM Asset Management
$368K
AC
196
Anson Capital
Georgia
$368K
BWP
197
BlueStem Wealth Partners
Minnesota
$359K
SIC
198
Sterling Investment Counsel
New York
$357K
NWA
199
Navis Wealth Advisors
New York
$355K
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$354K