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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 %
LFG
276
Larson Financial Group
Missouri
$28.6K – – –
HIW
277
Holos Integrated Wealth
Pennsylvania
$25.9K – – –
PA
278
PSI Advisors
Florida
$24K -$10.6K -331 -31%
PB
279
Pinnacle Bancorp
Nebraska
$23.5K – – –
SFG
280
Stonebridge Financial Group
Pennsylvania
$23.3K +$96 +3 +0.4%
SWM
281
Spire Wealth Management
Virginia
$21.7K – – –
UCB
282
United Community Bank
South Carolina
$21.2K – – –
ADL
283
Asset Dedication LLC
California
$17.9K – – –
ACA
284
Aptus Capital Advisors
Alabama
$16.5K +$11K +346 +204%
FFA
285
Founders Financial Alliance
North Carolina
$16.1K – – –
AWM
286
Accredited Wealth Management
Kentucky
$16K – – –
TSMHT
287
Thurston Springer Miller Herd & Titak
Indiana
$15K +$15K +468 New
CPG
288
Cornerstone Planning Group
New Jersey
$14.8K -$2.16K -72 -13%
EWA
289
EverSource Wealth Advisors
Alabama
$14.6K – – –
GIA
290
GHP Investment Advisors
Colorado
$13.7K – – –
GT
291
Glenmede Trust
Pennsylvania
$10.2K +$10.2K +318 New
MSWA
292
Marshall & Sterling Wealth Advisors
New York
$9.91K +$9.91K +310 New
CAM
293
Creekmur Asset Management
Illinois
$8.79K +$8.79K +275 New
PSB
294
Piscataqua Savings Bank
New Hampshire
$8.24K – – –
HCM
295
Hollencrest Capital Management
California
$8.12K -$7.99K -250 -50%
NWMP
296
Noble Wealth Management PBC
Colorado
$7.54K – – –
EAM
297
Eukles Asset Management
Ohio
$7.48K – – –
CFD
298
Creative Financial Designs
Indiana
$6.36K +$511 +16 +9%
CAL
299
Capital Advisors Ltd
Ohio
$6K – – –
BA
300
Bellwether Advisors
Nebraska
$5.43K – – –
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