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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
AAS
201
Ameritas Advisory Services
Nebraska
$342K
BFW
202
Brady Family Wealth
Missouri
$340K
VC
203
Vicus Capital
Pennsylvania
$340K
RSWA
204
Robinson Smith Wealth Advisors
Maine
$338K
CWM
205
Collaborative Wealth Management
Florida
$338K
PI
206
PFG Investments
New York
$333K
GFA
207
Gallagher Fiduciary Advisors
Illinois
$333K
CTWM
208
Cherry Tree Wealth Management
Minnesota
$329K
EWA
209
Exencial Wealth Advisors
Oklahoma
$324K
DWM
210
Dakota Wealth Management
Florida
$321K
IWP
211
Invenio Wealth Partners
Florida
$314K
AIA
212
Ally Invest Advisors
North Carolina
$314K
DAS
213
Dynamic Advisor Solutions
Arizona
$308K
PSF
214
Pacific Sun Financial
California
$303K
VA
215
VestGen Advisors
Illinois
$300K
NIWA
216
New Insight Wealth Advisors
California
$298K
PWMAG
217
Pinnacle Wealth Management Advisory Group
New Jersey
$296K
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$293K
PAS
219
Park Avenue Securities
New York
$292K
MCM
220
MAI Capital Management
Ohio
$284K
PT
221
Plimoth Trust
Massachusetts
$279K
SOS
222
Silver Oak Securities
Tennessee
$273K
MWP
223
Moller Wealth Partners
$271K
HI
224
Harbour Investments
Wisconsin
$267K
NS
225
NBC Securities
Alabama
$267K