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