WisdomTree US SmallCap Dividend Fund
DES
341 hedge funds and large institutions have $939M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 15 closing their positions.
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
5% more funds holding
Funds holding: 325 → 341 (+16)
0.58% more ownership
Funds ownership: 49.56% → 50.14% (+0.58%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less capital invested
Capital invested by funds: $953M → $939M (-$13.9M)
16% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Allen Investment Management
New York
|
+$9.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.43M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.6M |
| 4 |
Morgan Stanley
New York
|
+$2.4M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$9.56M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$7.27M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.73M |
| 4 |
Two Sigma Investments
New York
|
-$4.48M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.55M |
DES Hedge Fund Activity: Q4 2025 in Review
341 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2025, worth a combined $939M — down 1.5% from $953M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DES positions and 15 closed out — a net gain of 21 holders — while 104 added to existing stakes and 124 trimmed.
The largest buyer was Allen Investment Management, opening a new position worth an estimated $9.8M. The largest seller was Corient Private Wealth, cutting an estimated $9.56M.
- 341 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2025, up from 325 in Q3 2025.
- Funds reported $939M of WisdomTree US SmallCap Dividend Fund stock for Q4 2025, down 1.5% quarter-over-quarter.
- 36 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2025 and 15 closed out, a net change of +21 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2025 was Allen Investment Management, an estimated $9.8M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2025 was Corient Private Wealth, an estimated $9.56M sold.
Based on aggregated 13F filings for Q4 2025.