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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 %
MFT
251
Moisand Fitzgerald Tamayo
Florida
$104K – – –
VCM
252
Viewpoint Capital Management
Washington
$91.3K – – –
BONH
253
Bank of New Hampshire
New Hampshire
$90.8K – – –
WB
254
Webster Bank
Connecticut
$83.2K – – –
HBW
255
Hazlett, Burt & Watson
West Virginia
$80K +$895 +28 +1%
PPA
256
Painted Porch Advisors
California
$76.1K – – –
CA
257
CoreCap Advisors
Michigan
$74K -$57.6K -1,802 -44%
CIAS
258
Capital Investment Advisory Services
North Carolina
$70.8K -$8.5K -266 -11%
PTC
259
Private Trust Company
Ohio
$69K – – –
VCM
260
Versant Capital Management
Arizona
$62.1K – – –
FFA
261
Farther Finance Advisors
California
$56.2K +$13.1K +410 +31%
FG
262
Fairman Group
Pennsylvania
$52.2K – – –
CCM
263
Chilton Capital Management
Texas
$51.5K +$51.5K +1,610 New
EWM
264
Evermay Wealth Management
Virginia
$51K – – –
TCOV
265
Trust Company of Vermont
Vermont
$50.5K -$7.83K -245 -13%
MSG
266
Main Street Group
Virginia
$47.9K +$224 +7 +0.5%
OP
267
ORG Partners
Indiana
$47.3K – – –
SS
268
SBI Securities
Japan
$45K +$703 +22 +2%
S
269
SignatureFD
Georgia
$43.5K – – –
CMBA
270
C.M. Bidwell & Associates
Hawaii
$40.8K – – –
AP
271
Aspect Partners
Virginia
$39K +$224 +7 +0.6%
API
272
Asset Planning Inc
California
$33.6K – – –
William Blair & Company
273
William Blair & Company
Illinois
$33K – – –
MTIC
274
Missouri Trust & Investment Company
Missouri
$31.2K – – –
T
275
Tidemark
California
$30.5K -$12.2K -383 -29%
9 10
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