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
IWP
101
IAG Wealth Partners
Wisconsin
$1.3M
Mariner
102
Mariner
Kansas
$1.29M
IBOK
103
Independence Bank of Kentucky
Kentucky
$1.28M
HHGA
104
Halbert Hargrove Global Advisors
California
$1.26M
MGIA
105
Moneta Group Investment Advisors
Missouri
$1.26M
PPWM
106
Paragon Private Wealth Management
Kentucky
$1.25M
SHFA
107
SC&H Financial Advisors
Maryland
$1.23M
NA
108
NewEdge Advisors
Louisiana
$1.23M
OC
109
Oppenheimer & Co
New York
$1.22M
WW
110
Waterfront Wealth
Kansas
$1.21M
AWM
111
Apollon Wealth Management
South Carolina
$1.19M
Citadel Advisors
112
Citadel Advisors
Florida
$1.19M
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$1.16M
PS
114
Principal Securities
Iowa
$1.13M
ASN
115
Advisory Services Network
Georgia
$1.12M
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$1.05M
Natixis Advisors
117
Natixis Advisors
Massachusetts
$1.02M
AC
118
Apella Capital
Connecticut
$1.01M
WP
119
WealthShield Partners
North Carolina
$1.01M
CWM
120
Connecticut Wealth Management
Connecticut
$990K
CL
121
COWA LLC
Oklahoma
$978K
HSA
122
HBK Sorce Advisory
Pennsylvania
$977K
PPW
123
Pasadena Private Wealth
California
$968K
HIA
124
Harbor Investment Advisory
Maryland
$964K
ST
125
Spinnaker Trust
Maine
$949K