DES icon

WisdomTree US SmallCap Dividend Fund
DES

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
$76.2M
2
Morgan Stanley
Morgan Stanley
New York
$84.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18.5M
4
Ameriprise
Ameriprise
Minnesota
$28.4M
5
IAN
Integrated Advisors Network
Texas
$2.69M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$19M
2
Stifel Financial
Stifel Financial
Missouri
$7.98M
3
M&T Bank
M&T Bank
New York
$36.7M
4
CWM
Connecticut Wealth Management
Connecticut
$0
5
PCG
Prosperity Consulting Group
Maryland
$7.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
26
Prosperity Consulting Group
Maryland
$7.22M -$826K -24,051 -10%
IA
27
IFP Advisors
Florida
$6.92M +$386K +11,227 +6%
PPP
28
Private Portfolio Partners
New Jersey
$6.75M -$15.4K -448 -0.2%
HA
29
HC Advisors
Georgia
$6.49M +$68.5K +1,994 +1%
CFP
30
Cascade Financial Partners
California
$5.93M +$172K +5,005 +3%
KFI
31
Key Financial Inc
Pennsylvania
$5.9M +$29K +843 +0.5%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.66M +$449K +13,080 +9%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$5.6M -$147K -4,287 -3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$5.52M +$298K +8,669 +6%
KC
35
Kades & Cheifetz
Pennsylvania
$5.45M +$1.69M +49,228 +45%
CRC
36
Curi RMB Capital
Illinois
$5.26M -$1.2K -35 -0%
HHRDM
37
H&H Retirement Design & Management
Nevada
$5.19M +$16.6K +493 +0.3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.19M -$26.6K -775 -0.5%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$4.98M +$234K +6,819 +5%
DSCM
40
Del-Sette Capital Management
New York
$4.97M +$94.8K +2,760 +2%
MPW
41
Melone Private Wealth
Michigan
$4.85M +$100K +2,924 +2%
EWM
42
Empirical Wealth Management
Washington
$4.79M +$254K +7,404 +6%
LKWM
43
Lee-Kelleher Wealth Management
Maryland
$4.58M +$4.58M +133,399 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$4.49M +$202K +5,881 +5%
PPW
45
Parcion Private Wealth
Washington
$4.44M – – –
C
46
Croban
Ohio
$4.09M +$4.09M +119,220 New
FFA
47
Frazier Financial Advisors
Ohio
$3.91M -$120K -3,499 -3%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$3.5M +$1.02M +29,625 +41%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$3.48M -$100K -2,924 -3%
GEA
50
Glen Eagle Advisors
New Jersey
$3.46M -$548K -15,963 -14%
1
2
3 4 5