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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
SC
326
SouthState Corp
Florida
$11.8K
CPG
327
Cornerstone Planning Group
New Jersey
$10.3K
PSB
328
Piscataqua Savings Bank
New Hampshire
$9.27K
HCM
329
Hollencrest Capital Management
California
$9.13K
B
330
Bayban
Minnesota
$8.45K
EAM
331
Eukles Asset Management
Ohio
$8.41K
SFG
332
Strive Financial Group
Indiana
$8K
GT
333
Glenmede Trust
Pennsylvania
$7.55K
S
334
SignatureFD
Georgia
$7.19K
CAL
335
Capital Advisors Ltd
Ohio
$7K
DF
336
Dunhill Financial
United Kingdom
$5.68K
RIL
337
Rothschild Investment LLC
Illinois
$5.49K
CFD
338
Creative Financial Designs
Indiana
$5.21K
JWA
339
JFS Wealth Advisors
Pennsylvania
$4.81K
BHWM
340
Beaird Harris Wealth Management
Texas
$3.85K
RFG
341
REAP Financial Group
Texas
$3.7K
GIA
342
GHP Investment Advisors
Colorado
$3.59K
Q1WB
343
Quest 10 Wealth Builders
Virginia
$3.16K
BCWM
344
Bartlett & Co Wealth Management
Ohio
$1.68K
KA
345
Kozak & Associates
Colorado
$1.55K
SAM
346
Smartleaf Asset Management
Massachusetts
$1.2K
MHR
347
Matthew Hamilton Rosenberg
$1.15K
IWM
348
IMG Wealth Management
Florida
$1.11K
CT
349
Clearstead Trust
Maine
$755
BBHC
350
Brown Brothers Harriman & Co
New York
$719