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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

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: 88 (0)

12% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 128

Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
CASB
251
Cape Ann Savings Bank
Massachusetts
$242K
RA
252
Rockingstone Advisors
Massachusetts
$236K
CWL
253
Causey Wealth LLC
Colorado
$236K
CBU
254
CIBC Bancorp USA
Illinois
$233K
MA
255
MCF Advisors
Kentucky
$231K
AWP
256
Axis Wealth Partners
Rhode Island
$228K
WFP
257
Wrenne Financial Planning
Kentucky
$228K
WANY
258
Wealthspire Advisors (New York)
New York
$228K
SF
259
Sun Financial
Utah
$226K
FG
260
Fiduciary Group
Georgia
$224K
CAM
261
Clark Asset Management
New Hampshire
$222K
SF
262
Summit Financial
New Jersey
$222K
ATPW
263
Ashton Thomas Private Wealth
Arizona
$221K
SMBT
264
Southern Michigan Bank & Trust
Michigan
$221K
HP
265
Hilltop Partners
Indiana
$217K
Lido Advisors
266
Lido Advisors
California
$216K
AI
267
Accredited Investors
Minnesota
$212K
ACP
268
Aviance Capital Partners
Florida
$207K
NPT
269
National Philanthropic Trust
Pennsylvania
$204K
SAW
270
Signal Advisors Wealth
Michigan
$202K
CT
271
Caldwell Trust
Florida
$197K
GWM
272
Geneos Wealth Management
Colorado
$196K
US Bancorp
273
US Bancorp
Minnesota
$195K
RDFA
274
Ritter Daniher Financial Advisory
Ohio
$186K
WETS
275
Wealth Enhancement Trust Services
South Dakota
$182K