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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $906M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 125 reducing their positions, and 23 closing their positions.

Holders
311
Holders Change
-6
Holders Change %
-1.89%
% of All Funds
4.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
29
Increased
102
Reduced
125
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$73M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$22.7M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$21.2M
4
SWML
4
Stonebridge Wealth Management, LLC
Illinois
$7.25M
5
Morgan Stanley
5
Morgan Stanley
New York
$81.8M

Top Sellers

1
IA
1
IFP Advisors
Florida
$804K
2
Truist Financial
2
Truist Financial
North Carolina
$4.59M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.53M
5
GS
5
GWN Securities
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.8M 2,574,892 +150,044 +6%
Bank of America
2
Bank of America
North Carolina
$73M 2,299,893 +404,368 +21%
UBS Group
3
UBS Group
Switzerland
$55M 1,732,436 -371 -0%
LPL Financial
4
LPL Financial
California
$52.5M 1,651,760 +38,483 +2%
Creative Planning
5
Creative Planning
Kansas
$45.7M 1,439,254 -6,228 -0.4%
M&T Bank
6
M&T Bank
New York
$34M 1,071,307 -10,043 -0.9%
Raymond James Financial
7
Raymond James Financial
Florida
$29.9M 940,510 -25,603 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$26.1M 822,035 -136,474 -14%
Corient Private Wealth
9
Corient Private Wealth
Florida
$22.7M 714,782 +375,454 +111%
KeyBank National Association
10
KeyBank National Association
Ohio
$22.6M 711,068 +24,168 +4%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$21.2M 664,924 +293,403 +79%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$18.8M 590,173 -3,567 -0.6%
Wells Fargo
13
Wells Fargo
California
$18.7M 589,206 -48,794 -8%
Ameriprise
14
Ameriprise
Minnesota
$18.4M 577,142 -49,689 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17.5M 551,706 -77,262 -12%
HNB
16
Huntington National Bank
Ohio
– – – –
KAS
17
Kestra Advisory Services
Texas
$14.1M 444,967 +13,017 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$10.7M 335,967 -10,311 -3%
DWM
19
Destination Wealth Management
California
$10.3M 324,885 +15,851 +5%
VA
20
Valmark Advisers
Ohio
$10.3M 322,988 +19,852 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$8.26M 260,063 +14,275 +6%
BW
22
BIP Wealth
Georgia
$7.97M 250,797 +6,261 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.44M 224,039 +20,864 +10%
SWML
24
Stonebridge Wealth Management, LLC
Illinois
$7.25M 228,427 +228,427 New
AssetMark Inc
25
AssetMark Inc
California
$6.95M 218,860 -4,558 -2%
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