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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 %
CFA
76
Cahill Financial Advisors
Minnesota
$1.72M 54,288 +869 +2%
FRA
77
FFG Retirement Advisors
Colorado
$1.59M 49,926 +2,006 +4%
AWM
78
Apollon Wealth Management
South Carolina
$1.57M 49,458 -1,266 -2%
PAG
79
Powers Advisory Group
Illinois
$1.56M 48,998 +1,059 +2%
NB
80
NBT Bank
New York
$1.55M 48,807 +522 +1%
FAP
81
Financial Advisory Partners
Florida
$1.52M 47,837 +4,742 +11%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$1.52M 47,826 -1,075 -2%
SHFA
83
SC&H Financial Advisors
Maryland
$1.47M 46,281 +5,265 +13%
TA
84
TFG Advisers
Michigan
$1.43M 44,931 -1,254 -3%
ONSWM
85
Old North State Wealth Management
North Carolina
$1.33M 41,811 -79 -0.2%
IWA
86
Inspirion Wealth Advisors
Illinois
$1.31M 41,250 -2,511 -6%
IWP
87
IAG Wealth Partners
Wisconsin
$1.28M 40,314 -2,332 -5%
PTP
88
Platform Technology Partners
New York
$1.26M 39,781 – –
WB
89
WesBanco Bank
West Virginia
$1.24M 38,958 +2,415 +7%
IBOK
90
Independence Bank of Kentucky
Kentucky
$1.18M 37,280 -595 -2%
UAG
91
United Advisor Group
Ohio
$1.17M 36,906 +345 +0.9%
HHGA
92
Halbert Hargrove Global Advisors
California
$1.15M 36,235 – –
FVCM
93
F&V Capital Management
Florida
$1.12M 35,190 -14,650 -29%
WW
94
Waterfront Wealth
Kansas
$1.1M 34,688 -56 -0.2%
NA
95
NewEdge Advisors
Louisiana
$1.1M 34,668 +1,764 +5%
GIA
96
Gladstone Institutional Advisory
Florida
$1.1M 34,586 +1,860 +6%
HIA
97
Harbor Investment Advisory
Maryland
$1.08M 34,022 +480 +1%
Two Sigma Investments
98
Two Sigma Investments
New York
$1.06M 33,500 -69,300 -67%
PS
99
Principal Securities
Iowa
$1.02M 32,082 +1,350 +4%
OC
100
Oppenheimer & Co
New York
$1.01M 31,822 +875 +3%
2 3
4
5 6