We are live on ! Find out more
DES icon

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
AI
201
Atria Investments
North Carolina
$406K
CCM
202
Collar Capital Management
Wisconsin
$402K
FFA
203
Founders Financial Alliance
North Carolina
$401K
LAM
204
LOM Asset Management
$395K
PRI
205
Prepared Retirement Institute
Pennsylvania
$392K
CTFG
206
Capstone Triton Financial Group
Oklahoma
$384K
FNT
207
First National Trust
Pennsylvania
$378K
PA
208
Pinnacle Associates
New York
$366K
BFW
209
Brady Family Wealth
Missouri
$366K
AAS
210
Ameritas Advisory Services
Nebraska
$365K
PJC
211
Phillip James Consulting
Minnesota
$361K
GFA
212
Gallagher Fiduciary Advisors
Illinois
$359K
CWM
213
Collaborative Wealth Management
Florida
$355K
CTWM
214
Cherry Tree Wealth Management
Minnesota
$353K
AIA
215
Ally Invest Advisors
North Carolina
$351K
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$349K
VA
217
VestGen Advisors
Illinois
$347K
HI
218
Harbour Investments
Wisconsin
$345K
BRWM
219
Blue Rock Wealth Management
North Carolina
$322K
EWA
220
Exencial Wealth Advisors
Oklahoma
$321K
PSF
221
Pacific Sun Financial
California
$321K
RSWA
222
Robinson Smith Wealth Advisors
Maine
$318K
DAS
223
Dynamic Advisor Solutions
Arizona
$315K
NIWA
224
New Insight Wealth Advisors
California
$315K
DWM
225
Dakota Wealth Management
Florida
$311K