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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
IBOK
101
Independence Bank of Kentucky
Kentucky
$1.28M
HHGA
102
Halbert Hargrove Global Advisors
California
$1.26M
MGIA
103
Moneta Group Investment Advisors
Missouri
$1.26M
PPWM
104
Paragon Private Wealth Management
Kentucky
$1.25M
SHFA
105
SC&H Financial Advisors
Maryland
$1.23M
OC
106
Oppenheimer & Co
New York
$1.22M
WW
107
Waterfront Wealth
Kansas
$1.21M
AWM
108
Apollon Wealth Management
South Carolina
$1.19M
Citadel Advisors
109
Citadel Advisors
Florida
$1.19M
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$1.16M
PS
111
Principal Securities
Iowa
$1.13M
ASN
112
Advisory Services Network
Georgia
$1.12M
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.05M
Natixis Advisors
114
Natixis Advisors
Massachusetts
$1.02M
AC
115
Apella Capital
Connecticut
$1.01M
WP
116
WealthShield Partners
North Carolina
$1.01M
CWM
117
Connecticut Wealth Management
Connecticut
$990K
CL
118
COWA LLC
Oklahoma
$978K
HSA
119
HBK Sorce Advisory
Pennsylvania
$977K
PPW
120
Pasadena Private Wealth
California
$968K
HIA
121
Harbor Investment Advisory
Maryland
$964K
ST
122
Spinnaker Trust
Maine
$949K
PAG
123
Private Advisor Group
New Jersey
$947K
PFA
124
Petra Financial Advisors
Colorado
$946K
HCM
125
Hengehold Capital Management
Ohio
$924K