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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$455K
IAN
177
Integrated Advisors Network
Texas
$450K
IWC
178
Infinity Wealth Counsel
Ohio
$445K
MFS
179
McNamara Financial Services
Massachusetts
$441K
FFN
180
Focus Financial Network
Minnesota
$438K
AAP
181
Arax Advisory Partners
Colorado
$437K
NHT
182
New Hampshire Trust
New Hampshire
$431K
SA
183
Sanctuary Advisors
Indiana
$415K
PA
184
Pinnacle Associates
New York
$413K
DE
185
Diversified Enterprises
Delaware
$404K
BRWM
186
Blue Rock Wealth Management
North Carolina
$403K
JSL
187
JT Stratford LLC
Georgia
$402K
PRI
188
Prepared Retirement Institute
Pennsylvania
$397K
IIA
189
Integral Investment Advisors
California
$387K
HW
190
Hancock Whitney
Mississippi
$386K
FFA
191
Founders Financial Alliance
North Carolina
$373K
UCFA
192
United Capital Financial Advisors
Texas
$371K
LAM
193
LOM Asset Management
$368K
AC
194
Anson Capital
Georgia
$368K
BWP
195
BlueStem Wealth Partners
Minnesota
$359K
SIC
196
Sterling Investment Counsel
New York
$357K
NWA
197
Navis Wealth Advisors
New York
$355K
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$354K
VCA
199
Verdence Capital Advisors
Maryland
$353K
FNT
200
First National Trust
Pennsylvania
$352K