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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 %
EAM
51
Evanson Asset Management
California
$3.02M 95,087 +2,641 +3%
Citadel Advisors
52
Citadel Advisors
Florida
$2.87M 90,215 +90,215 New
SPIA
53
Steward Partners Investment Advisory
New York
$2.74M 86,169 +22,449 +35%
VCS
54
Vaughan & Co Securities
New Jersey
$2.48M 78,205 -1,401 -2%
BFG
55
Beacon Financial Group
Texas
$2.38M 75,013 -5,599 -7%
FNB
56
Farmers National Bank
Kentucky
$2.36M 74,266 +3,371 +5%
AF
57
Advisornet Financial
Minnesota
$2.35M 73,843 +41,497 +128%
SYBT
58
Stock Yards Bank & Trust
Kentucky
$2.22M 69,787 +9,438 +16%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$2.18M 68,484 +68,484 New
MT
60
Midwest Trust
Kansas
$2.17M 68,460 +68,460 New
FGWP
61
Founders Grove Wealth Partners
Virginia
$2.05M 64,501 -3,629 -5%
Cerity Partners
62
Cerity Partners
New York
$2.03M 64,072 -5,679 -8%
MSA
63
Marathon Strategic Advisors
Pennsylvania
$1.96M 61,793 +2,359 +4%
GEA
64
Glen Eagle Advisors
New Jersey
$1.96M 61,757 -8,420 -12%
CAL
65
Capital Analysts LLC
Pennsylvania
$1.95M 61,335 +5,596 +10%
SL
66
Salomon & Ludwin
Virginia
$1.91M 57,916 -777 -1%
P
67
&Partners
Tennessee
$1.91M 59,998 +8,094 +16%
AG
68
Ascent Group
Virginia
$1.87M 58,966 -2,440 -4%
AIM
69
Aspen Investment Management
Michigan
$1.86M 58,570 -297 -0.5%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.86M 58,506 -1,348 -2%
1WA
71
180 Wealth Advisors
Washington
$1.83M 57,614 -536 -0.9%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$1.76M 55,497 +12 +0%
MWM
73
Modera Wealth Management
New Jersey
$1.75M 55,207 -175 -0.3%
MML Investors Services
74
MML Investors Services
Massachusetts
$1.74M 54,656 +1,868 +4%
JFA
75
JNBA Financial Advisors
Minnesota
$1.73M 54,414 – –
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