WisdomTree US SmallCap Dividend Fund
323 hedge funds and large institutions have $902M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 129 reducing their positions, and 24 closing their positions.
25% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 24
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
1% more capital invested
Capital invested by funds: $893M → $902M (+$8.87M)
0.69% more ownership
Funds ownership: 47.31% → 48% (+0.69%)
0% less funds holding
Funds holding: 324 → 323 (-1)
19% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.5M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$9.04M |
| 3 |
Morgan Stanley
New York
|
+$4.62M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.55M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$5.32M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$4.72M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$2.8M |
| 5 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
-$2.51M |
DES Hedge Fund Activity: Q2 2025 in Review
323 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2025, worth a combined $902M — up 0.99% from $893M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DES positions and 24 closed out — a net gain of 6 holders — while 104 added to existing stakes and 129 trimmed.
The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was IFP Advisors, cutting an estimated $5.32M.
- 323 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2025, down from 324 in Q1 2025.
- Funds reported $902M of WisdomTree US SmallCap Dividend Fund stock for Q2 2025, up 0.99% quarter-over-quarter.
- 30 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2025 and 24 closed out, a net change of +6 holders.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q2 2025 was Bank of America, an estimated $12.5M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q2 2025 was IFP Advisors, an estimated $5.32M sold.
Based on aggregated 13F filings for Q2 2025.