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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
GEA
76
Glen Eagle Advisors
New Jersey
$2.03M
MT
77
Midwest Trust
Kansas
$2.02M
MWM
78
Modera Wealth Management
New Jersey
$2.01M
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$1.94M
FAP
80
Financial Advisory Partners
Florida
$1.91M
SL
81
Salomon & Ludwin
Virginia
$1.9M
FRA
82
FFG Retirement Advisors
Colorado
$1.87M
IRP
83
Investment Research Partners
Pennsylvania
$1.83M
JFA
84
JNBA Financial Advisors
Minnesota
$1.82M
NB
85
NBT Bank
New York
$1.8M
AG
86
Ascent Group
Virginia
$1.79M
PAG
87
Powers Advisory Group
Illinois
$1.76M
MML Investors Services
88
MML Investors Services
Massachusetts
$1.69M
AWA
89
Arkadios Wealth Advisors
Georgia
$1.55M
ONSWM
90
Old North State Wealth Management
North Carolina
$1.49M
IA
91
Invested Advisors
Pennsylvania
$1.48M
WB
92
WesBanco Bank
West Virginia
$1.47M
FVCM
93
F&V Capital Management
Florida
$1.45M
WIA
94
World Investment Advisors
California
$1.44M
PTP
95
Platform Technology Partners
New York
$1.43M
IWA
96
Inspirion Wealth Advisors
Illinois
$1.38M
AAP
97
Arax Advisory Partners
Colorado
$1.32M
WCP
98
Wealthcare Capital Partners
Pennsylvania
$1.32M
IWP
99
IAG Wealth Partners
Wisconsin
$1.3M
Mariner
100
Mariner
Kansas
$1.29M