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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
CCWM
301
Cassaday & Co Wealth Management
Virginia
$39.2K
FHC
302
First Horizon Corporation
Tennessee
$38.5K
API
303
Asset Planning Inc
California
$37.7K
William Blair & Company
304
William Blair & Company
Illinois
$37.2K
KSB
305
Kennebec Savings Bank
Maine
$37K
SGK
306
Steigerwald Gordon & Koch
Virginia
$35.9K
BONH
307
Bank of New Hampshire
New Hampshire
$35.6K
MTIC
308
Missouri Trust & Investment Company
Missouri
$35K
SFAM
309
Sawyer Falduto Asset Management
Illinois
$33.6K
HIW
310
Holos Integrated Wealth
Pennsylvania
$29.6K
PB
311
Pinnacle Bancorp
Nebraska
$26.4K
UCB
312
United Community Bank
South Carolina
$23.8K
VAI
313
Vanguard Advisers Inc
Pennsylvania
$22.6K
LFG
314
Larson Financial Group
Missouri
$20.6K
ADL
315
Asset Dedication LLC
California
$20.2K
HAP
316
Harbor Asset Planning
Massachusetts
$19.7K
DWP
317
Destiny Wealth Partners
Florida
$18.3K
SWM
318
Spire Wealth Management
Virginia
$18K
SIS
319
Sound Income Strategies
Florida
$17.4K
Russell Investments Group
320
Russell Investments Group
United Kingdom
$17.3K
Bessemer Group
321
Bessemer Group
New Jersey
$17K
NSIM
322
North Star Investment Management
Illinois
$16.5K
TCM
323
Triumph Capital Management
Colorado
$12.9K
PIS
324
POM Investment Strategies
North Carolina
$12.7K
SPF
325
South Plains Financial
Texas
$12.2K