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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 %
P
76
&Partners
Tennessee
$1.67M +$914K +28,507 +122%
AWM
77
Apollon Wealth Management
South Carolina
$1.62M -$84.7K -2,650 -5%
FVCM
78
F&V Capital Management
Florida
$1.59M -$74.5K -2,330 -4%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$1.56M -$5.82K -182 -0.4%
BRWM
80
Blue Rock Wealth Management
North Carolina
$1.55M -$53.2K -1,663 -3%
NB
81
NBT Bank
New York
$1.54M -$29.6K -925 -2%
PAG
82
Powers Advisory Group
Illinois
$1.53M -$33.9K -1,062 -2%
FRA
83
FFG Retirement Advisors
Colorado
$1.53M -$35.6K -1,115 -2%
TA
84
TFG Advisers
Michigan
$1.48M +$13.4K +419 +0.9%
IWA
85
Inspirion Wealth Advisors
Illinois
$1.4M +$1.31K +41 +0.1%
FAP
86
Financial Advisory Partners
Florida
$1.38M -$111K -3,458 -7%
IWP
87
IAG Wealth Partners
Wisconsin
$1.36M -$55.7K -1,742 -4%
ONSWM
88
Old North State Wealth Management
North Carolina
$1.34M -$8.85K -277 -0.7%
SHFA
89
SC&H Financial Advisors
Maryland
$1.31M +$2.49K +78 +0.2%
MBT
90
Montecito Bank & Trust
California
$1.3M +$32.6K +1,021 +3%
PTP
91
Platform Technology Partners
New York
$1.27M – – –
IBOK
92
Independence Bank of Kentucky
Kentucky
$1.21M -$39.8K -1,245 -3%
Mariner
93
Mariner
Kansas
$1.21M +$228K +7,138 +23%
UAG
94
United Advisor Group
Ohio
$1.17M -$1.82K -57 -0.2%
WB
95
WesBanco Bank
West Virginia
$1.17M +$11.3K +353 +1%
HHGA
96
Halbert Hargrove Global Advisors
California
$1.16M – – –
BCI
97
Brinker Capital Investments
Pennsylvania
$1.13M -$183K -5,726 -14%
OPS
98
Orion Portfolio Solutions
Nebraska
$1.13M -$183K -5,726 -14%
WW
99
Waterfront Wealth
Kansas
$1.11M +$32 +1 +0%
IA
100
Integrity Alliance
Iowa
$1.09M +$1.09M +34,006 New
2 3
4
5 6