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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

311 hedge funds and large institutions have $906M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 125 reducing their positions, and 23 closing their positions.

Holders
311
Holders Change
-6
Holders Change %
-1.89%
% of All Funds
4.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
29
Increased
102
Reduced
125
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$73M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$22.7M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$21.2M
4
SWM
4
Stonebridge Wealth Management
Illinois
$7.25M
5
Morgan Stanley
5
Morgan Stanley
New York
$81.8M

Top Sellers

1
IA
1
IFP Advisors
Florida
$804K
2
Truist Financial
2
Truist Financial
North Carolina
$4.59M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.53M
5
GS
5
GWN Securities
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CRC
26
Curi RMB Capital
Illinois
$6.89M 216,847 +43,830 +25%
HA
27
HC Advisors
Georgia
$6.3M 198,304 +4,475 +2%
PCG
28
Prosperity Consulting Group
Maryland
$6.17M 194,328 -10,051 -5%
HHRDM
29
H&H Retirement Design & Management
Nevada
$5.57M 171,838 +16,819 +11%
CFP
30
Cascade Financial Partners
California
$5.34M 168,108 -3,477 -2%
KFI
31
Key Financial Inc
Pennsylvania
$5.32M 167,354 -10,414 -6%
DSCM
32
Del-Sette Capital Management
New York
$5.22M 164,390 -559 -0.3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$5.07M 152,742 -495 -0.3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$4.84M 152,415 -17,108 -10%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$4.75M 149,640 +27,537 +23%
Truist Financial
36
Truist Financial
North Carolina
$4.59M 144,488 -153,318 -51%
LKWM
37
Lee-Kelleher Wealth Management
Maryland
$4.56M 143,503 +6,764 +5%
Stifel Financial
38
Stifel Financial
Missouri
$4.53M 142,762 -90,756 -39%
MPW
39
Melone Private Wealth
Michigan
$4.51M 141,577 +43 +0%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$4.5M 141,647 -3,311 -2%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$4.22M 132,808 -8,773 -6%
PPW
42
Parcion Private Wealth
Washington
$4.11M 129,375 – –
EWM
43
Empirical Wealth Management
Washington
$3.83M 120,583 -14,415 -11%
FFA
44
Frazier Financial Advisors
Ohio
$3.8M 119,744 +300 +0.3%
C
45
Croban
Ohio
$3.77M 118,690 -149 -0.1%
HighTower Advisors
46
HighTower Advisors
Illinois
$3.64M 114,661 +1,758 +2%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$3.34M 105,064 +3,637 +4%
AAS
48
Avantax Advisory Services
Texas
$3.18M 100,168 -7,497 -7%
SEIA
49
Signature Estate & Investment Advisors
California
$3.16M 99,407 +2,571 +3%
WA
50
Waverly Advisors
Alabama
$3.07M 96,673 -5,274 -5%
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