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WisdomTree US SmallCap Dividend Fund
DES

323 hedge funds and large institutions have $902M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

1% more capital invested

Capital invested by funds: $893M → $902M (+$8.87M)

0.69% more ownership

Funds ownership: 47.31% → 48% (+0.69%)

0% less funds holding

Funds holding: 324 → 323 (-1)

19% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 129

Holders
323
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.25%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
104
Reduced
129
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$12.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.04M
3
Morgan Stanley
Morgan Stanley
New York
+$4.62M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.55M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
-$5.32M
2
Truist Financial
Truist Financial
North Carolina
-$4.72M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.2M
4
Stifel Financial
Stifel Financial
Missouri
-$2.8M
5
GS
GWN Securities
Florida
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
326
Atria Wealth Solutions
New York
– -$648K -20,266 Closed
PWP
327
Principle Wealth Partners
Connecticut
– -$506K -15,820 Closed
AIA
328
AssuredPartners Investment Advisors
Florida
– -$497K -15,564 Closed
CWP
329
Cyndeo Wealth Partners
Florida
– -$328K -10,254 Closed
CASB
330
Cape Ann Savings Bank
Massachusetts
– -$221K -6,905 Closed
Neuberger Berman Group
331
Neuberger Berman Group
New York
– -$220K -6,878 Closed
FG
332
Fiduciary Group
Georgia
– -$215K -6,740 Closed
MCP
333
Mirador Capital Partners
California
– -$215K -6,726 Closed
SF
334
Synovus Financial
Georgia
– -$208K -6,496 Closed
WG
335
Wealth Group
North Carolina
– -$205K -6,405 Closed
CA
336
Continuum Advisory
Idaho
– -$131K -4,099 Closed
NP
337
NorthRock Partners
Minnesota
– -$113K -3,550 Closed
CCM
338
Chilton Capital Management
Texas
– -$51.5K -1,610 Closed
PA
339
PSI Advisors
Florida
– -$24K -750 Closed
SFGP
340
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$23.3K -730 Closed
SWM
341
Spire Wealth Management
Virginia
– -$21.7K -680 Closed
AWM
342
Accredited Wealth Management
Kentucky
– -$16K -500 Closed
EWA
343
EverSource Wealth Advisors
Alabama
– -$14.6K -456 Closed
MSWA
344
Marshall & Sterling Wealth Advisors
New York
– -$9.91K -310 Closed
DI
345
DAGCO Inc
Ohio
– -$4.54K -142 Closed
IHWM
346
Iron Horse Wealth Management
Iowa
– -$352 -11 Closed
DWM
347
Darwin Wealth Management
Florida
– -$206 -6 Closed
Simplex Trading
348
Simplex Trading
Illinois
– +$924 +30 New
10 11 12 13
14

DES Hedge Fund Activity: Q2 2025 in Review

323 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2025, worth a combined $902M — up 0.99% from $893M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DES positions and 24 closed out — a net gain of 6 holders — while 104 added to existing stakes and 129 trimmed.

The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was IFP Advisors, cutting an estimated $5.32M.

  • 323 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2025, down from 324 in Q1 2025.
  • Funds reported $902M of WisdomTree US SmallCap Dividend Fund stock for Q2 2025, up 0.99% quarter-over-quarter.
  • 30 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2025 and 24 closed out, a net change of +6 holders.
  • The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2025 was Bank of America, an estimated $12.5M added.
  • The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2025 was IFP Advisors, an estimated $5.32M sold.

Based on aggregated 13F filings for Q2 2025.