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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
FG
276
Fairman Group
Pennsylvania
$52.2K – – –
MSG
277
Main Street Group
Virginia
$51.2K +$283 +8 +0.5%
OP
278
ORG Partners
Indiana
$50.7K – – –
OC
279
Oarsman Capital
Wisconsin
$50.3K +$3.01K +85 +6%
SS
280
SBI Securities
Japan
$47.6K +$49.1K +1,387 New
S
281
SignatureFD
Georgia
$46.8K – – –
FFA
282
Farther Finance Advisors
California
$46.1K -$3.08K -87 -6%
T
283
Tidemark
California
$45.9K – – –
WSFS
284
Wilmington Savings Fund Society
Delaware
$45.9K +$47.2K +1,335 New
CMBA
285
C.M. Bidwell & Associates
Hawaii
$43.9K – – –
MWA
286
Medallion Wealth Advisors
Connecticut
$42K +$43.3K +1,224 New
AP
287
Aspect Partners
Virginia
$41.7K +$318 +9 +0.7%
NP
288
NorthRock Partners
Minnesota
$37.7K +$141 +4 +0.4%
PA
289
PSI Advisors
Florida
$37.1K +$106 +3 +0.3%
CFGS
290
Concourse Financial Group Securities
Alabama
$36.7K -$743 -21 -2%
API
291
Asset Planning Inc
California
$36.1K +$37.1K +1,050 New
William Blair & Company
292
William Blair & Company
Illinois
$35.5K – – –
MTIC
293
Missouri Trust & Investment Company
Missouri
$33.5K – – –
KBFS
294
Kohmann Bosshard Financial Services
Ohio
$32.7K +$33.7K +953 New
LFG
295
Larson Financial Group
Missouri
$30.7K -$8.56K -242 -21%
GRP
296
Global Retirement Partners
California
$30.3K -$6.61K -187 -17%
HIW
297
Holos Integrated Wealth
Pennsylvania
$27.8K +$28.6K +810 New
PB
298
Pinnacle Bancorp
Nebraska
$25.2K – – –
SFGP
299
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$25K +$25.7K +727 New
Russell Investments Group
300
Russell Investments Group
United Kingdom
$23.7K – – –
10 11
12
13 14

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.