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WisdomTree US SmallCap Dividend Fund

349 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
349
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
FHC
301
First Horizon Corporation
Tennessee
$38.5K
API
302
Asset Planning Inc
California
$37.7K
William Blair & Company
303
William Blair & Company
Illinois
$37.2K
KSB
304
Kennebec Savings Bank
Maine
$37K
SGK
305
Steigerwald Gordon & Koch
Virginia
$35.9K
BONH
306
Bank of New Hampshire
New Hampshire
$35.6K
MTIC
307
Missouri Trust & Investment Company
Missouri
$35K
SFAM
308
Sawyer Falduto Asset Management
Illinois
$33.6K
HIW
309
Holos Integrated Wealth
Pennsylvania
$29.6K
PB
310
Pinnacle Bancorp
Nebraska
$26.4K
UCB
311
United Community Bank
South Carolina
$23.8K
VAI
312
Vanguard Advisers Inc
Pennsylvania
$22.6K
LFG
313
Larson Financial Group
Missouri
$20.6K
ADL
314
Asset Dedication LLC
California
$20.2K
HAP
315
Harbor Asset Planning
Massachusetts
$19.7K
DWP
316
Destiny Wealth Partners
Florida
$18.3K
SWM
317
Spire Wealth Management
Virginia
$18K
SIS
318
Sound Income Strategies
Florida
$17.4K
Russell Investments Group
319
Russell Investments Group
United Kingdom
$17.3K
Bessemer Group
320
Bessemer Group
New Jersey
$17K
NSIM
321
North Star Investment Management
Illinois
$16.5K
TCM
322
Triumph Capital Management
Colorado
$12.9K
PIS
323
POM Investment Strategies
North Carolina
$12.7K
SPF
324
South Plains Financial
Texas
$12.2K
SC
325
SouthState Corp
Florida
$11.8K