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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 %
FFA
301
Founders Financial Alliance
North Carolina
$17.3K – – –
HCM
302
Hollencrest Capital Management
California
$17.3K – – –
AWM
303
Accredited Wealth Management
Kentucky
$17.2K +$17.2K +500 New
EWA
304
EverSource Wealth Advisors
Alabama
$15.7K – – –
GIA
305
GHP Investment Advisors
Colorado
$14.8K – – –
PSB
306
Piscataqua Savings Bank
New Hampshire
$8.86K – – –
NWMP
307
Noble Wealth Management PBC
Colorado
$8.11K +$8.11K +236 New
EAM
308
Eukles Asset Management
Ohio
$8.04K – – –
CFD
309
Creative Financial Designs
Indiana
$6.29K +$1.2K +35 +24%
CAL
310
Capital Advisors Ltd
Ohio
$6K – – –
ACA
311
Aptus Capital Advisors
Alabama
$5.84K – – –
BA
312
Bellwether Advisors
Nebraska
$5.84K +$5.84K +170 New
FGC
313
Financial Gravity Companies
Texas
$5.7K +$5.7K +166 New
EW
314
Element Wealth
Mississippi
$4.74K – – –
BBHC
315
Brown Brothers Harriman & Co
New York
$4.64K -$38.8K -1,130 -89%
JWA
316
JFS Wealth Advisors
Pennsylvania
$4.45K +$34 +1 +0.8%
CAM
317
Costello Asset Management
Pennsylvania
$3.97K +$34 +1 +0.9%
RI
318
Ridgewood Investments
New Jersey
$3.92K – – –
RFG
319
REAP Financial Group
Texas
$3.26K -$103 -3 -3%
RIL
320
Rothschild Investment LLC
Illinois
$2.53K +$34 +1 +1%
CAS
321
Coppell Advisory Solutions
Texas
$1.88K – – –
SAM
322
Smartleaf Asset Management
Massachusetts
$1.67K +$68 +2 +4%
BCWM
323
Bartlett & Co Wealth Management
Ohio
$1.51K – – –
PSFG
324
Park Square Financial Group
Georgia
$1.27K +$1.27K +37 New
IWM
325
IMG Wealth Management
Florida
$1.03K +$1.03K +30 New
11 12
13
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