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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
1WA
76
180 Wealth Advisors
Washington
$2.05M
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$2.04M
GEA
78
Glen Eagle Advisors
New Jersey
$2.03M
MT
79
Midwest Trust
Kansas
$2.02M
MWM
80
Modera Wealth Management
New Jersey
$2.01M
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.94M
FAP
82
Financial Advisory Partners
Florida
$1.91M
SL
83
Salomon & Ludwin
Virginia
$1.9M
FRA
84
FFG Retirement Advisors
Colorado
$1.87M
IRP
85
Investment Research Partners
Pennsylvania
$1.83M
JFA
86
JNBA Financial Advisors
Minnesota
$1.82M
NB
87
NBT Bank
New York
$1.8M
AG
88
Ascent Group
Virginia
$1.79M
PAG
89
Powers Advisory Group
Illinois
$1.76M
MML Investors Services
90
MML Investors Services
Massachusetts
$1.69M
AWA
91
Arkadios Wealth Advisors
Georgia
$1.55M
ONSWM
92
Old North State Wealth Management
North Carolina
$1.49M
IA
93
Invested Advisors
Pennsylvania
$1.48M
WB
94
WesBanco Bank
West Virginia
$1.47M
FVCM
95
F&V Capital Management
Florida
$1.45M
WIA
96
World Investment Advisors
California
$1.44M
PTP
97
Platform Technology Partners
New York
$1.43M
IWA
98
Inspirion Wealth Advisors
Illinois
$1.38M
AAP
99
Arax Advisory Partners
Colorado
$1.32M
WCP
100
Wealthcare Capital Partners
Pennsylvania
$1.32M