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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
WA
51
Waverly Advisors
Alabama
$3.21M
SEIA
52
Signature Estate & Investment Advisors
California
$2.9M
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$2.89M
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$2.87M
VCS
55
Vaughan & Co Securities
New Jersey
$2.82M
HighTower Advisors
56
HighTower Advisors
Illinois
$2.81M
MFG
57
Merit Financial Group
Georgia
$2.79M
Truist Financial
58
Truist Financial
North Carolina
$2.72M
VC
59
Vestor Capital
Illinois
$2.71M
DBFM
60
Dickmeyer Boyce Financial Management
Indiana
$2.66M
TCWM
61
Total Clarity Wealth Management
Illinois
$2.56M
Cerity Partners
62
Cerity Partners
New York
$2.54M
Corient Private Wealth
63
Corient Private Wealth
Florida
$2.49M
SYBT
64
Stock Yards Bank & Trust
Kentucky
$2.49M
MSA
65
Marathon Strategic Advisors
Pennsylvania
$2.45M
CAL
66
Capital Analysts LLC
Pennsylvania
$2.38M
BFG
67
Beacon Financial Group
Texas
$2.31M
P
68
&Partners
Tennessee
$2.28M
FGWP
69
Founders Grove Wealth Partners
Virginia
$2.16M
TWM
70
TopTier Wealth Management
Wisconsin
$2.12M
Goldman Sachs
71
Goldman Sachs
New York
$2.12M
CFA
72
Cahill Financial Advisors
Minnesota
$2.09M
AIM
73
Aspen Investment Management
Michigan
$2.08M
1WA
74
180 Wealth Advisors
Washington
$2.05M
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2.04M