DES icon

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
CWM
201
Collaborative Wealth Management
Florida
$338K
PI
202
PFG Investments
New York
$333K
GFA
203
Gallagher Fiduciary Advisors
Illinois
$333K
CTWM
204
Cherry Tree Wealth Management
Minnesota
$329K
EWA
205
Exencial Wealth Advisors
Oklahoma
$324K
DWM
206
Dakota Wealth Management
Florida
$321K
IWP
207
Invenio Wealth Partners
Florida
$314K
AIA
208
Ally Invest Advisors
North Carolina
$314K
DAS
209
Dynamic Advisor Solutions
Arizona
$308K
PSF
210
Pacific Sun Financial
California
$303K
VA
211
VestGen Advisors
Illinois
$300K
NIWA
212
New Insight Wealth Advisors
California
$298K
PWMAG
213
Pinnacle Wealth Management Advisory Group
New Jersey
$296K
TNBTD
214
Trustmark National Bank Trust Department
Mississippi
$293K
PAS
215
Park Avenue Securities
New York
$292K
MCM
216
MAI Capital Management
Ohio
$284K
PT
217
Plimoth Trust
Massachusetts
$279K
SOS
218
Silver Oak Securities
Tennessee
$273K
MWP
219
Moller Wealth Partners
$271K
HI
220
Harbour Investments
Wisconsin
$267K
NS
221
NBC Securities
Alabama
$267K
CI
222
CX Institutional
Indiana
$264K
WCP
223
Wick Capital Partners
Pennsylvania
$264K
BFG
224
Berger Financial Group
Minnesota
$263K
VW
225
Vance Wealth
California
$259K