We are live on ! Find out more
DES icon

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
EAM
51
Evanson Asset Management
California
$3.25M
WA
52
Waverly Advisors
Alabama
$3.21M
SEIA
53
Signature Estate & Investment Advisors
California
$2.9M
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$2.89M
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$2.87M
FNB
56
Farmers National Bank
Kentucky
$2.83M
VCS
57
Vaughan & Co Securities
New Jersey
$2.82M
HighTower Advisors
58
HighTower Advisors
Illinois
$2.81M
MFG
59
Merit Financial Group
Georgia
$2.79M
Truist Financial
60
Truist Financial
North Carolina
$2.72M
VC
61
Vestor Capital
Illinois
$2.71M
DBFM
62
Dickmeyer Boyce Financial Management
Indiana
$2.66M
TCWM
63
Total Clarity Wealth Management
Illinois
$2.56M
Cerity Partners
64
Cerity Partners
New York
$2.54M
Corient Private Wealth
65
Corient Private Wealth
Florida
$2.49M
SYBT
66
Stock Yards Bank & Trust
Kentucky
$2.49M
MSA
67
Marathon Strategic Advisors
Pennsylvania
$2.45M
CAL
68
Capital Analysts LLC
Pennsylvania
$2.38M
BFG
69
Beacon Financial Group
Texas
$2.31M
P
70
&Partners
Tennessee
$2.28M
FGWP
71
Founders Grove Wealth Partners
Virginia
$2.16M
TWM
72
TopTier Wealth Management
Wisconsin
$2.12M
Goldman Sachs
73
Goldman Sachs
New York
$2.12M
CFA
74
Cahill Financial Advisors
Minnesota
$2.09M
AIM
75
Aspen Investment Management
Michigan
$2.08M