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WisdomTree US SmallCap Dividend Fund
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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
1
Bank of America
North Carolina
$76.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$84.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$18.5M
4
Ameriprise
4
Ameriprise
Minnesota
$28.4M
5
IAN
5
Integrated Advisors Network
Texas
$2.69M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.98M
3
M&T Bank
3
M&T Bank
New York
$36.7M
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
PCG
5
Prosperity Consulting Group
Maryland
$7.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
51
Two Sigma Investments
New York
$3.37M -$529K -15,400 -14%
AAS
52
Avantax Advisory Services
Texas
$3.35M -$38.4K -1,117 -1%
SEIA
53
Signature Estate & Investment Advisors
California
$3.19M +$225K +6,537 +8%
EAM
54
Evanson Asset Management
California
$3.17M +$3.16K +92 +0.1%
BFG
55
Beacon Financial Group
Texas
$3.15M -$210K -6,117 -6%
HighTower Advisors
56
HighTower Advisors
Illinois
$2.96M +$8.31K +242 +0.3%
Cerity Partners
57
Cerity Partners
New York
$2.92M +$280K +8,145 +11%
BCMO
58
Buckingham Capital Management (Ohio)
Ohio
$2.87M -$122K -3,543 -4%
SYBT
59
Stock Yards Bank & Trust
Kentucky
$2.83M -$437K -12,723 -13%
VCS
60
Vaughan & Co Securities
New Jersey
$2.73M -$63.1K -1,838 -2%
IAN
61
Integrated Advisors Network
Texas
$2.69M +$2.2M +63,960 +449%
FCI
62
Financial Counselors Inc
Kansas
$2.4M +$63.6K +1,852 +3%
FGWP
63
Founders Grove Wealth Partners
Virginia
$2.34M +$2.34M +68,230 New
VC
64
Vestor Capital
Illinois
$2.26M +$24K +699 +1%
AG
65
Ascent Group
Virginia
$2.16M -$35K -1,018 -2%
FNB
66
Farmers National Bank
Kentucky
$2.14M +$2.14M +62,339 New
MSA
67
Marathon Strategic Advisors
Pennsylvania
$2.04M +$17.4K +506 +0.9%
SL
68
Salomon & Ludwin
Virginia
$2.03M -$81.8K -2,380 -4%
AIM
69
Aspen Investment Management
Michigan
$2.01M +$13K +378 +0.6%
1WA
70
180 Wealth Advisors
Washington
$1.99M +$54.8K +1,596 +3%
JFA
71
JNBA Financial Advisors
Minnesota
$1.96M -$39.3K -1,145 -2%
MWM
72
Modera Wealth Management
New Jersey
$1.93M -$22.2K -645 -1%
CAL
73
Capital Analysts LLC
Pennsylvania
$1.9M -$54.4K -1,583 -3%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$1.9M +$52.2K +1,520 +3%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$1.88M -$428K -12,457 -19%
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