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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
LAM
201
LOM Asset Management
$395K
PRI
202
Prepared Retirement Institute
Pennsylvania
$392K
CTFG
203
Capstone Triton Financial Group
Oklahoma
$384K
FNT
204
First National Trust
Pennsylvania
$378K
PA
205
Pinnacle Associates
New York
$366K
BFW
206
Brady Family Wealth
Missouri
$366K
AAS
207
Ameritas Advisory Services
Nebraska
$365K
PJC
208
Phillip James Consulting
Minnesota
$361K
GFA
209
Gallagher Fiduciary Advisors
Illinois
$359K
CWM
210
Collaborative Wealth Management
Florida
$355K
CTWM
211
Cherry Tree Wealth Management
Minnesota
$353K
AIA
212
Ally Invest Advisors
North Carolina
$351K
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$349K
VA
214
VestGen Advisors
Illinois
$347K
HI
215
Harbour Investments
Wisconsin
$345K
BRWM
216
Blue Rock Wealth Management
North Carolina
$322K
EWA
217
Exencial Wealth Advisors
Oklahoma
$321K
PSF
218
Pacific Sun Financial
California
$321K
RSWA
219
Robinson Smith Wealth Advisors
Maine
$318K
DAS
220
Dynamic Advisor Solutions
Arizona
$315K
NIWA
221
New Insight Wealth Advisors
California
$315K
DWM
222
Dakota Wealth Management
Florida
$311K
JWCA
223
J.W. Cole Advisors
Florida
$310K
VCA
224
Verdence Capital Advisors
Maryland
$310K
MCM
225
MAI Capital Management
Ohio
$305K