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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
AWM
276
AE Wealth Management
Kansas
$129K
EWM
277
Evolution Wealth Management
Florida
$128K
MFT
278
Moisand Fitzgerald Tamayo
Florida
$117K
CT
279
Colonial Trust
South Carolina
$112K
VCM
280
Viewpoint Capital Management
Washington
$103K
CA
281
CoreCap Advisors
Michigan
$94.6K
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$92K
CIAS
283
Capital Investment Advisory Services
North Carolina
$85.1K
HBW
284
Hazlett, Burt & Watson
West Virginia
$73K
DFA
285
DHJJ Financial Advisors
Illinois
$72.2K
VCM
286
Versant Capital Management
Arizona
$69.9K
JWM
287
JPL Wealth Management
Colorado
$64.2K
EWM
288
Evermay Wealth Management
Virginia
$57.4K
MSG
289
Main Street Group
Virginia
$55.4K
FG
290
Fairman Group
Pennsylvania
$54.6K
RF
291
Rossby Financial
Florida
$53.2K
WB
292
Webster Bank
Connecticut
$49.4K
CMBA
293
C.M. Bidwell & Associates
Hawaii
$45.9K
AP
294
Aspect Partners
Virginia
$45.1K
SS
295
SBI Securities
Japan
$44.5K
MWA
296
Medallion Wealth Advisors
Connecticut
$43.9K
GSEP
297
Golden State Equity Partners
California
$42.2K
AF
298
Align Financial
Minnesota
$41.9K
PF
299
PlanVest Financial
Maryland
$40K
CCWM
300
Cassaday & Co Wealth Management
Virginia
$39.2K