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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

328 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 41 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+9
Holders Change %
+2.82%
% 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
41
Increased
108
Reduced
107
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.53M
2
Morgan Stanley
Morgan Stanley
New York
+$7.33M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.52M
4
Ameriprise
Ameriprise
Minnesota
+$2.24M
5
IAN
Integrated Advisors Network
Texas
+$2.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$18.8M
2
Stifel Financial
Stifel Financial
Missouri
-$8.38M
3
M&T Bank
M&T Bank
New York
-$4.8M
4
CWM
Connecticut Wealth Management
Connecticut
-$963K
5
PCG
Prosperity Consulting Group
Maryland
-$826K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$175K – – –
US Bancorp
252
US Bancorp
Minnesota
$169K +$10.3K +300 +7%
HI
253
Harbour Investments
Wisconsin
$166K -$9.58K -279 -5%
MSS
254
Mitchell Sinkler & Starr
Pennsylvania
$154K – – –
CA
255
CoreCap Advisors
Michigan
$141K +$6.63K +193 +5%
CA
256
Continuum Advisory
Idaho
$138K – – –
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$136K – – –
AA
258
AlphaMark Advisors
Kentucky
$130K +$92.2K +2,688 +244%
MA
259
MCF Advisors
Kentucky
$124K – – –
HWA
260
Heritage Wealth Advisors
Virginia
$119K – – –
AWM
261
AE Wealth Management
Kansas
$115K +$115K +3,348 New
MFT
262
Moisand Fitzgerald Tamayo
Florida
$112K – – –
VCM
263
Viewpoint Capital Management
Washington
$98.1K – – –
BONH
264
Bank of New Hampshire
New Hampshire
$97.6K -$8.59K -250 -8%
WB
265
Webster Bank
Connecticut
$89.4K – – –
CIAS
266
Capital Investment Advisory Services
North Carolina
$85.2K -$481 -14 -0.6%
HBW
267
Hazlett, Burt & Watson
West Virginia
$85K +$618 +18 +0.7%
PPA
268
Painted Porch Advisors
California
$81.8K – – –
PTC
269
Private Trust Company
Ohio
$74.2K – – –
VCM
270
Versant Capital Management
Arizona
$66.8K – – –
TCOV
271
Trust Company of Vermont
Vermont
$62.7K – – –
EWM
272
Evermay Wealth Management
Virginia
$54.9K – – –
FG
273
Fairman Group
Pennsylvania
$52.2K – – –
MSG
274
Main Street Group
Virginia
$51.2K +$275 +8 +0.5%
OP
275
ORG Partners
Indiana
$50.7K – – –
9 10
11
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