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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

317 hedge funds and large institutions have $891M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-11
Holders Change %
-3.35%
% of All Funds
4.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
23
Increased
117
Reduced
107
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.91M
2
KAS
Kestra Advisory Services
Texas
+$3.78M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.38M
4
WA
Waverly Advisors
Alabama
+$2.6M
5
GS
GWN Securities
Florida
+$2.51M

Top Sellers

1
LPL Financial
LPL Financial
California
-$19.7M
2
HNB
Huntington National Bank
Ohio
-$19M
3
Bank of America
Bank of America
North Carolina
-$10.3M
4
Wells Fargo
Wells Fargo
California
-$7.32M
5
Ameriprise
Ameriprise
Minnesota
-$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
226
Anson Capital
Georgia
$222K +$8.5K +266 +4%
CASB
227
Cape Ann Savings Bank
Massachusetts
$221K -$28.8K -900 -12%
Neuberger Berman Group
228
Neuberger Berman Group
New York
$220K – – –
HAM
229
Hickory Asset Management
Ohio
$217K -$19.4K -606 -8%
FG
230
Fiduciary Group
Georgia
$215K – – –
MCP
231
Mirador Capital Partners
California
$215K -$1.31K -41 -0.6%
NC
232
Napatree Capital
Rhode Island
$214K -$6.07K -190 -3%
AWP
233
Axis Wealth Partners
Rhode Island
$214K -$1.25K -39 -0.6%
FTUS
234
Flow Traders U.S.
New York
$211K +$211K +6,602 New
AF
235
Allworth Financial
California
$208K – – –
WFP
236
Wrenne Financial Planning
Kentucky
$208K -$32 -1 -0%
SF
237
Synovus Financial
Georgia
$208K +$208K +6,496 New
WG
238
Wealth Group
North Carolina
$205K – – –
HI
239
Harbour Investments
Wisconsin
$185K +$30.7K +959 +20%
OIA
240
Optimum Investment Advisors
Illinois
$181K – – –
GWSG
241
GPS Wealth Strategies Group
Colorado
$166K -$543 -17 -0.3%
US Bancorp
242
US Bancorp
Minnesota
$163K +$5.91K +185 +4%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$160K +$14.7K +525 +10%
CT
244
Colonial Trust
South Carolina
$138K -$96.5K -3,023 -41%
CA
245
Continuum Advisory
Idaho
$131K +$2.27K +71 +2%
MA
246
MCF Advisors
Kentucky
$116K – – –
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$115K -$11.7K -367 -9%
NP
248
NorthRock Partners
Minnesota
$113K +$78.4K +2,453 +224%
HWA
249
Heritage Wealth Advisors
Virginia
$111K – – –
AWM
250
AE Wealth Management
Kansas
$110K +$3.1K +97 +3%
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10
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