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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 %
AWM
76
Apollon Wealth Management
South Carolina
$1.83M +$5.94K +173 +0.3%
CFA
77
Cahill Financial Advisors
Minnesota
$1.83M +$11.2K +325 +0.6%
FVCM
78
F&V Capital Management
Florida
$1.79M +$721K +20,980 +67%
SPIA
79
Steward Partners Investment Advisory
New York
$1.76M +$161K +4,696 +10%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$1.75M +$1.35M +39,174 +329%
MML Investors Services
81
MML Investors Services
Massachusetts
$1.73M -$26.2K -763 -1%
BRWM
82
Blue Rock Wealth Management
North Carolina
$1.73M +$1.73M +50,256 New
NB
83
NBT Bank
New York
$1.69M -$4.36K -127 -0.3%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$1.69M -$12.2K -355 -0.7%
FRA
85
FFG Retirement Advisors
Colorado
$1.68M -$16.7K -487 -1%
PAG
86
Powers Advisory Group
Illinois
$1.68M +$7.39K +215 +0.4%
FAP
87
Financial Advisory Partners
Florida
$1.6M +$77.6K +2,258 +5%
TA
88
TFG Advisers
Michigan
$1.57M +$1.17K +34 +0.1%
NA
89
NewEdge Advisors
Louisiana
$1.54M -$19.7K -573 -1%
IWP
90
IAG Wealth Partners
Wisconsin
$1.52M -$28.1K -819 -2%
PRI
91
Prepared Retirement Institute
Pennsylvania
$1.51M +$5.26K +153 +0.3%
IWA
92
Inspirion Wealth Advisors
Illinois
$1.48M -$16.6K -492 -1%
ONSWM
93
Old North State Wealth Management
North Carolina
$1.45M -$40.2K -1,170 -3%
OPS
94
Orion Portfolio Solutions
Nebraska
$1.42M -$57.7K -1,680 -4%
BCI
95
Brinker Capital Investments
Pennsylvania
$1.42M -$57.7K -1,680 -4%
SHFA
96
SC&H Financial Advisors
Maryland
$1.41M -$163K -4,737 -10%
GIA
97
Gladstone Institutional Advisory
Florida
$1.4M -$240K -6,991 -15%
PTP
98
Platform Technology Partners
New York
$1.37M – – –
MBT
99
Montecito Bank & Trust
California
$1.36M +$50.8K +1,480 +4%
IBOK
100
Independence Bank of Kentucky
Kentucky
$1.34M +$345K +10,039 +35%
2 3
4
5 6