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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 %
FGAM
301
Financial Gravity Asset Management
Texas
$5.31K +$5.31K +166 New
IWM
302
Inlight Wealth Management
Georgia
$4.79K +$4.79K +150 New
RIL
303
Rothschild Investment LLC
Illinois
$4.77K +$2.4K +75 +101%
DI
304
DAGCO Inc
Ohio
$4.54K +$4.54K +142 New
BBHC
305
Brown Brothers Harriman & Co
New York
$4.32K – – –
JWA
306
JFS Wealth Advisors
Pennsylvania
$4.16K – – –
CAM
307
Costello Asset Management
Pennsylvania
$3.71K – – –
RI
308
Ridgewood Investments
New Jersey
$3.64K – – –
RFG
309
REAP Financial Group
Texas
$2.94K -$96 -3 -3%
SAM
310
Smartleaf Asset Management
Massachusetts
$1.63K +$64 +2 +4%
BCWM
311
Bartlett & Co Wealth Management
Ohio
$1.41K – – –
PSFG
312
Park Square Financial Group
Georgia
$1.18K – – –
IWM
313
IMG Wealth Management
Florida
$963 – – –
CT
314
Clearstead Trust
Maine
$671 – – –
RWA
315
Redmont Wealth Advisors
Illinois
$543 +$543 +17 New
IHWM
316
Iron Horse Wealth Management
Iowa
$352 +$352 +11 New
DWM
317
Darwin Wealth Management
Florida
$206 – – –
SFA
318
Semmax Financial Advisors
North Carolina
$62 +$62 +2 New
Janney Montgomery Scott
319
Janney Montgomery Scott
Pennsylvania
– -$5.19M -151,005 Closed
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
– -$1.88M -54,712 Closed
Jane Street
321
Jane Street
New York
– -$1.21M -35,333 Closed
PAS
322
Park Avenue Securities
New York
– -$423K -12,304 Closed
OIA
323
OneDigital Investment Advisors
Kansas
– -$348K -10,124 Closed
AA
324
Armis Advisers
Georgia
– -$342K -9,969 Closed
WPC
325
Wedmont Private Capital
Pennsylvania
– -$269K -8,116 Closed
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