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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
CPG
326
Cornerstone Planning Group
New Jersey
$10.3K
PSB
327
Piscataqua Savings Bank
New Hampshire
$9.27K
HCM
328
Hollencrest Capital Management
California
$9.13K
B
329
Bayban
Minnesota
$8.45K
EAM
330
Eukles Asset Management
Ohio
$8.41K
SFG
331
Strive Financial Group
Indiana
$8K
GT
332
Glenmede Trust
Pennsylvania
$7.55K
S
333
SignatureFD
Georgia
$7.19K
CAL
334
Capital Advisors Ltd
Ohio
$7K
DF
335
Dunhill Financial
United Kingdom
$5.68K
RIL
336
Rothschild Investment LLC
Illinois
$5.49K
CFD
337
Creative Financial Designs
Indiana
$5.21K
JWA
338
JFS Wealth Advisors
Pennsylvania
$4.81K
BHWM
339
Beaird Harris Wealth Management
Texas
$3.85K
RFG
340
REAP Financial Group
Texas
$3.7K
GIA
341
GHP Investment Advisors
Colorado
$3.59K
Q1WB
342
Quest 10 Wealth Builders
Virginia
$3.16K
BCWM
343
Bartlett & Co Wealth Management
Ohio
$1.68K
KA
344
Kozak & Associates
Colorado
$1.55K
SAM
345
Smartleaf Asset Management
Massachusetts
$1.2K
MHR
346
Matthew Hamilton Rosenberg
$1.15K
IWM
347
IMG Wealth Management
Florida
$1.11K
CT
348
Clearstead Trust
Maine
$755
BBHC
349
Brown Brothers Harriman & Co
New York
$719
BIA
350
Bell Investment Advisors
California
$468