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WisdomTree US SmallCap Dividend Fund
DES

332 hedge funds and large institutions have $1.01B invested in WisdomTree US SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

3% more funds holding

Funds holding: 321 → 332 (+11)

1.77% more ownership

Funds ownership: 46.44% → 48.21% (+1.8%)

4% more capital invested

Capital invested by funds: $973M → $1.01B (+$36M)

1% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 107

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
4.37%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
43
Increased
108
Reduced
107
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.78M
2
Morgan Stanley
Morgan Stanley
New York
+$7.55M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.68M
4
Ameriprise
Ameriprise
Minnesota
+$2.3M
5
IAN
Integrated Advisors Network
Texas
+$2.26M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$8.63M
2
M&T Bank
M&T Bank
New York
-$4.94M
3
CWM
Connecticut Wealth Management
Connecticut
-$963K
4
PCG
Prosperity Consulting Group
Maryland
-$851K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$800K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
226
Ally Invest Advisors
North Carolina
$265K -$13K -368 -5%
HAM
227
Hickory Asset Management
Ohio
$254K +$261K +7,382 New
CT
228
Colonial Trust
South Carolina
$251K – – –
KWAG
229
Kiely Wealth Advisory Group
North Carolina
$241K +$89.8K +2,539 +57%
MIC
230
Meridian Investment Counsel
California
$240K +$248K +7,000 New
AF
231
Allworth Financial
California
$239K – – –
NC
232
Napatree Capital
Rhode Island
$236K – – –
Neuberger Berman Group
233
Neuberger Berman Group
New York
$236K – – –
GWM
234
Gray Wealth Management
Maine
$233K – – –
MCP
235
Mirador Capital Partners
California
$232K +$239K +6,767 New
FG
236
Fiduciary Group
Georgia
$232K – – –
AWP
237
Axis Wealth Partners
Rhode Island
$231K +$238K +6,719 New
AC
238
Anson Capital
Georgia
$229K -$1.56K -44 -0.7%
WA
239
Wambolt & Associates
Colorado
$226K -$87.4K -2,470 -27%
GWM
240
Geneos Wealth Management
Colorado
$224K -$10.2K -288 -4%
WFP
241
Wrenne Financial Planning
Kentucky
$223K – – –
NPT
242
National Philanthropic Trust
Pennsylvania
$223K – – –
WG
243
Wealth Group
North Carolina
$220K -$14.9K -422 -6%
BRWA
244
B. Riley Wealth Advisors
Florida
$214K -$117K -3,300 -35%
MAM
245
Milestone Asset Management
Pennsylvania
$213K +$220K +6,206 New
CTFG
246
Capstone Triton Financial Group
Oklahoma
$212K +$1.63K +46 +0.8%
LPT
247
Legacy Private Trust
Wisconsin
$209K -$3.54K -100 -2%
TSS
248
Two Sigma Securities
New York
$205K +$211K +5,968 New
AI
249
Accredited Investors
Minnesota
$203K – – –
MPW
250
Monterey Private Wealth
California
$201K +$207K +5,852 New
8 9
10
11 12

DES Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2024, worth a combined $1.01B — up 3.7% from $973M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DES positions and 25 closed out — a net gain of 18 holders — while 108 added to existing stakes and 107 trimmed.

The largest buyer was Bank of America, adding an estimated $8.78M. The largest seller was Stifel Financial, cutting an estimated $8.63M.

  • 332 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $1.01B of WisdomTree US SmallCap Dividend Fund stock for Q4 2024, up 3.7% quarter-over-quarter.
  • 43 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2024 and 25 closed out, a net change of +18 holders.
  • The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2024 was Bank of America, an estimated $8.78M added.
  • The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2024 was Stifel Financial, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2024.