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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 %
SEIA
51
Signature Estate & Investment Advisors
California
$3.09M +$123K +3,843 +4%
EAM
52
Evanson Asset Management
California
$2.95M +$5.11K +160 +0.2%
BFG
53
Beacon Financial Group
Texas
$2.58M -$351K -10,985 -12%
VCS
54
Vaughan & Co Securities
New Jersey
$2.54M – – –
GS
55
GWN Securities
Florida
$2.51M +$2.51M +79,659 New
FNB
56
Farmers National Bank
Kentucky
$2.27M +$273K +8,556 +14%
FCI
57
Financial Counselors Inc
Kansas
$2.26M +$23.3K +728 +1%
GEA
58
Glen Eagle Advisors
New Jersey
$2.24M -$972K -30,407 -30%
Cerity Partners
59
Cerity Partners
New York
$2.23M -$489K -15,302 -18%
VC
60
Vestor Capital
Illinois
$2.2M +$98.5K +3,080 +5%
FGWP
61
Founders Grove Wealth Partners
Virginia
$2.18M -$3.2K -100 -0.1%
SPIA
62
Steward Partners Investment Advisory
New York
$2.04M +$402K +12,570 +25%
AG
63
Ascent Group
Virginia
$1.96M -$46.5K -1,454 -2%
SYBT
64
Stock Yards Bank & Trust
Kentucky
$1.93M -$708K -22,157 -27%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1.91M +$148K +4,617 +8%
MSA
66
Marathon Strategic Advisors
Pennsylvania
$1.9M +$2.59K +81 +0.1%
AIM
67
Aspen Investment Management
Michigan
$1.88M +$8.82K +276 +0.5%
SL
68
Salomon & Ludwin
Virginia
$1.88M -$11.8K -370 -0.6%
1WA
69
180 Wealth Advisors
Washington
$1.86M +$4.32K +135 +0.2%
CAL
70
Capital Analysts LLC
Pennsylvania
$1.78M +$12.3K +386 +0.7%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$1.77M +$141K +4,404 +9%
MWM
72
Modera Wealth Management
New Jersey
$1.77M -$21.8K -681 -1%
JFA
73
JNBA Financial Advisors
Minnesota
$1.74M -$88.1K -2,758 -5%
CFA
74
Cahill Financial Advisors
Minnesota
$1.71M +$5.98K +187 +0.4%
MML Investors Services
75
MML Investors Services
Massachusetts
$1.69M +$74.4K +2,327 +5%
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