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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
AF
276
Allworth Financial
California
$165K
AWM
277
AE Wealth Management
Kansas
$129K
EWM
278
Evolution Wealth Management
Florida
$128K
MFT
279
Moisand Fitzgerald Tamayo
Florida
$117K
CT
280
Colonial Trust
South Carolina
$112K
VCM
281
Viewpoint Capital Management
Washington
$103K
CA
282
CoreCap Advisors
Michigan
$94.6K
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$92K
CIAS
284
Capital Investment Advisory Services
North Carolina
$85.1K
HBW
285
Hazlett, Burt & Watson
West Virginia
$73K
DFA
286
DHJJ Financial Advisors
Illinois
$72.2K
VCM
287
Versant Capital Management
Arizona
$69.9K
JWM
288
JPL Wealth Management
Colorado
$64.2K
EWM
289
Evermay Wealth Management
Virginia
$57.4K
MSG
290
Main Street Group
Virginia
$55.4K
FG
291
Fairman Group
Pennsylvania
$54.6K
RF
292
Rossby Financial
Florida
$53.2K
WB
293
Webster Bank
Connecticut
$49.4K
CMBA
294
C.M. Bidwell & Associates
Hawaii
$45.9K
AP
295
Aspect Partners
Virginia
$45.1K
SS
296
SBI Securities
Japan
$44.5K
MWA
297
Medallion Wealth Advisors
Connecticut
$43.9K
GSEP
298
Golden State Equity Partners
California
$42.2K
AF
299
Align Financial
Minnesota
$41.9K
PF
300
PlanVest Financial
Maryland
$40K