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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
IA
151
Integrity Alliance
Iowa
$638K
BPA
152
Beacon Pointe Advisors
California
$634K
RCAG
153
Rehmann Capital Advisory Group
Michigan
$625K
SF
154
Seek First
California
$618K
GIA
155
Gladstone Institutional Advisory
Florida
$616K
IA
156
Insight Advisors
Pennsylvania
$616K
IFG
157
Independent Financial Group
California
$597K
CAG
158
Csenge Advisory Group
Florida
$596K
EAM
159
Empirical Asset Management
Massachusetts
$583K
GVAG
160
Great Valley Advisor Group
Delaware
$571K
SS
161
Sunbelt Securities
Texas
$567K
NS
162
NBC Securities
Alabama
$565K
TNBTD
163
Trustmark National Bank Trust Department
Mississippi
$562K
AIA
164
AssuredPartners Investment Advisors
Florida
$550K
Sumitomo Mitsui Trust Group
165
Sumitomo Mitsui Trust Group
Japan
$550K
UPS
166
UHLMANN PRICE SECURITIES
Illinois
$545K
MHS
167
M Holdings Securities
Oregon
$542K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$538K
MSA
169
Marino Stram & Associates
Massachusetts
$538K
UAG
170
United Advisor Group
Ohio
$527K
SC
171
Savant Capital
Illinois
$525K
AWC
172
Abundance Wealth Counselors
Pennsylvania
$521K
IWC
173
Infinity Wealth Counsel
Ohio
$517K
EH
174
Equitable Holdings
New York
$515K
SPC
175
Sigma Planning Corp
Michigan
$508K