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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

317 hedge funds and large institutions have $891M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-11
Holders Change %
-3.35%
% of All Funds
4.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
23
Increased
117
Reduced
107
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.91M
2
KAS
Kestra Advisory Services
Texas
+$3.78M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.38M
4
WA
Waverly Advisors
Alabama
+$2.6M
5
GS
GWN Securities
Florida
+$2.51M

Top Sellers

1
LPL Financial
LPL Financial
California
-$19.7M
2
HNB
Huntington National Bank
Ohio
-$19M
3
Bank of America
Bank of America
North Carolina
-$10.3M
4
Wells Fargo
Wells Fargo
California
-$7.32M
5
Ameriprise
Ameriprise
Minnesota
-$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
26
Prosperity Consulting Group
Maryland
$6.53M -$189K -5,901 -3%
Osaic Holdings
27
Osaic Holdings
Arizona
$6.49M +$1.23M +38,460 +23%
IA
28
IFP Advisors
Florida
$6.33M -$108K -3,369 -2%
HA
29
HC Advisors
Georgia
$6.19M +$156K +4,875 +3%
KFI
30
Key Financial Inc
Pennsylvania
$5.68M +$193K +6,049 +4%
CRC
31
Curi RMB Capital
Illinois
$5.53M +$637K +19,935 +13%
CFP
32
Cascade Financial Partners
California
$5.48M -$29K -908 -0.5%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$5.42M +$211K +6,588 +4%
DSCM
34
Del-Sette Capital Management
New York
$5.27M +$646K +20,205 +14%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$4.9M -$241K -7,541 -5%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$4.63M -$2.33K -73 -0.1%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$4.52M +$347K +10,849 +8%
MPW
38
Melone Private Wealth
Michigan
$4.52M +$12.5K +390 +0.3%
HHRDM
39
H&H Retirement Design & Management
Nevada
$4.5M +$36.8K +1,267 +0.8%
LKWM
40
Lee-Kelleher Wealth Management
Maryland
$4.37M +$107K +3,340 +3%
EWM
41
Empirical Wealth Management
Washington
$4.31M -$141K -4,402 -3%
PPW
42
Parcion Private Wealth
Washington
$4.13M – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$3.9M +$647K +20,254 +20%
FFA
44
Frazier Financial Advisors
Ohio
$3.82M +$164K +5,118 +4%
C
45
Croban
Ohio
$3.8M -$12.2K -381 -0.3%
HighTower Advisors
46
HighTower Advisors
Illinois
$3.61M +$858K +26,850 +31%
AAS
47
Avantax Advisory Services
Texas
$3.44M +$325K +10,167 +10%
Two Sigma Investments
48
Two Sigma Investments
New York
$3.29M +$150K +4,700 +5%
WA
49
Waverly Advisors
Alabama
$3.26M +$2.6M +81,331 +395%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$3.24M +$7.86K +246 +0.2%
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