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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
DSCM
26
Del-Sette Capital Management
New York
$7.63M
HA
27
HC Advisors
Georgia
$7.42M
HHRDM
28
H&H Retirement Design & Management
Nevada
$7.09M
Osaic Holdings
29
Osaic Holdings
Arizona
$6.36M
JP Morgan Chase
30
JP Morgan Chase
New York
$6.22M
MPW
31
Melone Private Wealth
Michigan
$6.19M
LKWM
32
Lee-Kelleher Wealth Management
Maryland
$5.85M
CFP
33
Cascade Financial Partners
California
$5.74M
KFI
34
Key Financial Inc
Pennsylvania
$5.7M
PCG
35
Prosperity Consulting Group
Maryland
$5.49M
Baird Financial Group
36
Baird Financial Group
Wisconsin
$5.36M
Stifel Financial
37
Stifel Financial
Missouri
$5.27M
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$5.22M
SWM
39
Stonebridge Wealth Management
Illinois
$5.05M
EWM
40
Empirical Wealth Management
Washington
$4.75M
Two Sigma Investments
41
Two Sigma Investments
New York
$4.68M
PPW
42
Parcion Private Wealth
Washington
$4.62M
C
43
Croban
Ohio
$4.56M
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$4.49M
FFA
45
Frazier Financial Advisors
Ohio
$4.27M
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$4.15M
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$3.6M
AF
48
Advisornet Financial
Minnesota
$3.44M
SPIA
49
Steward Partners Investment Advisory
New York
$3.32M
EAM
50
Evanson Asset Management
California
$3.25M