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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
SAM
326
Smartleaf Asset Management
Massachusetts
$1.67K +$71 +2 +4%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$1.51K – – –
PSFG
328
Park Square Financial Group
Georgia
$1.27K +$1.31K +37 New
IWM
329
IMG Wealth Management
Florida
$1.03K +$1.06K +30 New
CT
330
Clearstead Trust
Maine
$721 – – –
NS
331
NBC Securities
Alabama
$355 -$364K -10,291 -100%
GSWM
332
Golden State Wealth Management
California
$340 +$318 +9 New
DWM
333
Darwin Wealth Management
Florida
$206 – – –
CWM
334
Connecticut Wealth Management
Connecticut
– -$963K -27,921 Closed
Susquehanna International Group
335
Susquehanna International Group
Pennsylvania
– -$800K -23,181 Closed
GC
336
Guidance Capital
Kentucky
– -$678K -19,297 Closed
Citadel Advisors
337
Citadel Advisors
Florida
– -$441K -12,791 Closed
FTUS
338
Flow Traders U.S.
New York
– -$406K -11,771 Closed
DAS
339
Dynamic Advisor Solutions
Arizona
– -$382K -11,066 Closed
WB
340
West Bancorporation
Iowa
– -$306K -8,865 Closed
BFWM
341
Bright Futures Wealth Management
New York
– -$297K -8,639 Closed
PCS
342
Personal CFO Solutions
New Jersey
– -$293K -8,490 Closed
SC
343
Savant Capital
Illinois
– -$269K -7,787 Closed
SF
344
Synovus Financial
Georgia
– -$209K -6,068 Closed
MFS
345
Madrona Financial Services
Washington
– -$204K -5,928 Closed
HGERS
346
Householder Group Estate & Retirement Specialist
Arizona
– -$167K -4,856 Closed
TF
347
Tompkins Financial
New York
– -$41.4K -1,200 Closed
NFA
348
Northwest Financial Advisors
Virginia
– -$34.1K -989 Closed
WI
349
Wintrust Investments
Illinois
– -$32K -937 Closed
APC
350
Aspire Private Capital
North Carolina
– -$22.6K -654 Closed
11 12 13
14
15

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.