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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 %
CT
326
Clearstead Trust
Maine
$721 – – –
NS
327
NBC Securities
Alabama
$355 -$365K -10,291 -100%
GSWM
328
Golden State Wealth Management
California
$340 +$340 +9 New
DWM
329
Darwin Wealth Management
Florida
$206 – – –
CWM
330
Connecticut Wealth Management
Connecticut
– -$963K -27,921 Closed
Susquehanna International Group
331
Susquehanna International Group
Pennsylvania
– -$800K -23,181 Closed
GC
332
Guidance Capital
Kentucky
– -$678K -19,297 Closed
Citadel Advisors
333
Citadel Advisors
Florida
– -$441K -12,791 Closed
FTUS
334
Flow Traders U.S.
New York
– -$406K -11,771 Closed
DAS
335
Dynamic Advisor Solutions
Arizona
– -$382K -11,066 Closed
WB
336
West Bancorporation
Iowa
– -$306K -8,865 Closed
BFWM
337
Bright Futures Wealth Management
New York
– -$297K -8,639 Closed
PCS
338
Personal CFO Solutions
New Jersey
– -$293K -8,490 Closed
SC
339
Savant Capital
Illinois
– -$269K -7,787 Closed
SF
340
Synovus Financial
Georgia
– -$209K -6,068 Closed
MFS
341
Madrona Financial Services
Washington
– -$204K -5,928 Closed
HGERS
342
Householder Group Estate & Retirement Specialist
Arizona
– -$167K -4,856 Closed
TF
343
Tompkins Financial
New York
– -$41.4K -1,200 Closed
NFA
344
Northwest Financial Advisors
Virginia
– -$34.1K -989 Closed
WI
345
Wintrust Investments
Illinois
– -$32K -937 Closed
APC
346
Aspire Private Capital
North Carolina
– -$22.6K -654 Closed
BWP
347
Baldwin Wealth Partners
Massachusetts
– -$12.8K -371 Closed
NCM
348
Northwest Capital Management
Oregon
– -$9.21K -267 Closed
VAMG
349
Voisard Asset Management Group
Michigan
– -$8.97K -260 Closed
CPA
350
Clear Point Advisors
New York
– -$7.72K -224 Closed
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