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WisdomTree US SmallCap Dividend Fund

347 hedge funds and large institutions have $1.01B invested in WisdomTree US SmallCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 128 reducing their positions, and 14 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:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

13% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 128

Holders
347
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 +$4.7M
2 +$2.96M
3 +$2.92M
4
VC
Vestor Capital
Illinois
+$2.72M
5
Morgan Stanley
Morgan Stanley
New York
+$2.25M

Top Sellers

1 -$3.65M
2 -$2.97M
3 -$2.91M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.55M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
Sterling Investment Counsel
New York
$303K
VC
227
Vicus Capital
Pennsylvania
$302K
PI
228
PFG Investments
New York
$301K
PFG
229
Pinnacle Financial Group
Illinois
$297K
TM
230
TigerOak Management
New Mexico
$296K
MWP
231
Moller Wealth Partners
$291K
PT
232
Plimoth Trust
Massachusetts
$287K
WCP
233
Wick Capital Partners
Pennsylvania
$283K
BFG
234
Berger Financial Group
Minnesota
$283K
VW
235
Vance Wealth
California
$278K
Invesco
236
Invesco
Georgia
$277K
FTUS
237
Flow Traders U.S.
New York
$277K
SOS
238
Silver Oak Securities
Tennessee
$275K
PAS
239
Park Avenue Securities
New York
$275K
TC
240
Trilogy Capital
California
$269K
AA
241
Armis Advisers
Georgia
$266K
CI
242
CX Institutional
Indiana
$261K
PWMAG
243
Pinnacle Wealth Management Advisory Group
New Jersey
$260K
IWP
244
Invenio Wealth Partners
Florida
$260K
KA
245
Kovack Advisors
Florida
$256K
MWA
246
Midland Wealth Advisors
Illinois
$255K
MIC
247
Meridian Investment Counsel
California
$252K
CASB
248
Cape Ann Savings Bank
Massachusetts
$242K
NA
249
NewEdge Advisors
Louisiana
$240K
RA
250
Rockingstone Advisors
Massachusetts
$236K