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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
RRA
176
Round Rock Advisors
Connecticut
$501K
AGA
177
Arkos Global Advisors
Texas
$501K
AIP
178
Avail Investment Partners
Pennsylvania
$499K
IAN
179
Integrated Advisors Network
Texas
$483K
KCPG
180
Kavar Capital Partners Group
Kansas
$476K
FFN
181
Focus Financial Network
Minnesota
$472K
MFS
182
McNamara Financial Services
Massachusetts
$471K
SA
183
Sanctuary Advisors
Indiana
$471K
NHT
184
New Hampshire Trust
New Hampshire
$463K
SG
185
Sharper & Granite
California
$462K
MBT
186
Montecito Bank & Trust
California
$459K
EWA
187
EP Wealth Advisors
California
$457K
CPIG
188
Chicago Partners Investment Group
Illinois
$457K
HW
189
Hancock Whitney
Mississippi
$448K
FFS
190
Founders Financial Securities
Maryland
$444K
BWP
191
BlueStem Wealth Partners
Minnesota
$443K
DE
192
Diversified Enterprises
Delaware
$434K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$433K
BlackRock
194
BlackRock
New York
$432K
NWA
195
Navis Wealth Advisors
New York
$428K
UBS AM
196
UBS AM
Illinois
$426K
JSL
197
JT Stratford LLC
Georgia
$419K
IIA
198
Integral Investment Advisors
California
$416K
UCFA
199
United Capital Financial Advisors
Texas
$416K
AC
200
Anson Capital
Georgia
$407K