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WisdomTree US SmallCap Dividend Fund
350 hedge funds and large institutions have $1.02B invested in WisdomTree US SmallCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 128 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
3% more funds holding
Funds holding: 340 → 350 (+10)
4% more capital invested
Capital invested by funds: $980M → $1.02B (+$40.7M)
0.88% more ownership
Funds ownership: 50.24% → 51.12% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
12% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 128
Holders
350
Holders Change
+10
Holders Change %
+2.94%
% of All Funds
4.31%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
113
Reduced
128
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Two Sigma Investments
New York
|
+$4.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.96M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.92M |
| 4 |
VC
Vestor Capital
Chicago,
Illinois
|
+$2.72M |
| 5 |
Morgan Stanley
New York
|
+$2.25M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.65M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.97M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.91M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$2.55M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.35M |
