WisdomTree US SmallCap Dividend Fund
370 hedge funds and large institutions have $1.17B invested in WisdomTree US SmallCap Dividend Fund in 2026 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 122 increasing their positions, 131 reducing their positions, and 15 closing their positions.
147% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 15
14% more capital invested
Capital invested by funds: $1.02B → $1.17B (+$148M)
5% more funds holding
Funds holding: 352 → 370 (+18)
0.92% more ownership
Funds ownership: 51.17% → 52.09% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
7% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$3.57M |
| 2 |
AssetMark Inc
Concord,
California
|
+$2.65M |
| 3 |
Morgan Stanley
New York
|
+$2.5M |
| 4 |
Bank of New York Mellon
New York
|
+$1.16M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vestor Capital
Chicago,
Illinois
|
-$2.86M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.67M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$1.26M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.06M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$1.01M |
DES Hedge Fund Activity: Q2 2026 in Review
370 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2026, worth a combined $1.17B — up 14% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DES positions and 15 closed out — a net gain of 22 holders — while 122 added to existing stakes and 131 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $3.57M. The largest seller was Vestor Capital, cutting an estimated $2.86M.
- 370 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2026, up from 352 in Q1 2026.
- Funds reported $1.17B of WisdomTree US SmallCap Dividend Fund stock for Q2 2026, up 14% quarter-over-quarter.
- 37 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2026 and 15 closed out, a net change of +22 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2026 was Jones Financial Companies, an estimated $3.57M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2026 was Vestor Capital, an estimated $2.86M sold.
Based on aggregated 13F filings for Q2 2026.