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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
BF
126
BOK Financial
Oklahoma
$915K
FFA
127
Farther Finance Advisors
California
$889K
BFPW
128
BOK Financial Private Wealth
Colorado
$850K
IWC
129
Integrated Wealth Concepts
Massachusetts
$841K
CCA
130
Clearwater Capital Advisors
Illinois
$825K
SMC
131
Smith, Moore & Co
Missouri
$822K
KWA
132
Kondo Wealth Advisors
California
$815K
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$795K
CRFG
134
Columbia River Financial Group
Washington
$793K
NC
135
NewSquare Capital
Pennsylvania
$777K
IA
136
IFP Advisors
Florida
$766K
MMA
137
Miracle Mile Advisors
California
$765K
BCI
138
Brinker Capital Investments
Pennsylvania
$745K
AQR Capital Management
139
AQR Capital Management
Connecticut
$738K
MG
140
Mather Group
Illinois
$737K
Brown Advisory
141
Brown Advisory
Maryland
$729K
ACA
142
Aptus Capital Advisors
Alabama
$725K
IWM
143
IHT Wealth Management
Illinois
$713K
FPAS
144
Focus Partners Advisor Solutions
Missouri
$711K
IPAM
145
Investment Partners Asset Management
New Jersey
$703K
CA
146
Clearstead Advisors
Ohio
$696K
Fidelity Investments
147
Fidelity Investments
Massachusetts
$693K
IA
148
Integrity Alliance
Iowa
$638K
BPA
149
Beacon Pointe Advisors
California
$634K
RCAG
150
Rehmann Capital Advisory Group
Michigan
$625K