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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
PAG
126
Private Advisor Group
New Jersey
$947K
PFA
127
Petra Financial Advisors
Colorado
$946K
HCM
128
Hengehold Capital Management
Ohio
$924K
BF
129
BOK Financial
Oklahoma
$915K
FFA
130
Farther Finance Advisors
California
$889K
BFPW
131
BOK Financial Private Wealth
Colorado
$850K
IWC
132
Integrated Wealth Concepts
Massachusetts
$841K
CCA
133
Clearwater Capital Advisors
Illinois
$825K
SMC
134
Smith, Moore & Co
Missouri
$822K
KWA
135
Kondo Wealth Advisors
California
$815K
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$795K
CRFG
137
Columbia River Financial Group
Washington
$793K
NC
138
NewSquare Capital
Pennsylvania
$777K
IA
139
IFP Advisors
Florida
$766K
MMA
140
Miracle Mile Advisors
California
$765K
BCI
141
Brinker Capital Investments
Pennsylvania
$745K
AQR Capital Management
142
AQR Capital Management
Connecticut
$738K
MG
143
Mather Group
Illinois
$737K
Brown Advisory
144
Brown Advisory
Maryland
$729K
ACA
145
Aptus Capital Advisors
Alabama
$725K
IWM
146
IHT Wealth Management
Illinois
$713K
FPAS
147
Focus Partners Advisor Solutions
Missouri
$711K
IPAM
148
Investment Partners Asset Management
New Jersey
$703K
CA
149
Clearstead Advisors
Ohio
$696K
Fidelity Investments
150
Fidelity Investments
Massachusetts
$693K