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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 %
BCI
101
Brinker Capital Investments
Pennsylvania
$1M 31,619 -3,864 -11%
HSA
102
HBK Sorce Advisory
Pennsylvania
$949K 29,871 -3,357 -10%
PAG
103
Private Advisor Group
New Jersey
$936K 29,467 -174 -0.6%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$934K 29,410 +766 +3%
IA
105
IFG Advisory
Georgia
$903K 28,420 +574 +2%
WP
106
WealthShield Partners
North Carolina
$891K 28,063 -1,136 -4%
BF
107
BOK Financial
Oklahoma
$881K 27,735 -755 -3%
CWM
108
Connecticut Wealth Management
Connecticut
$875K 27,545 -376 -1%
Mariner
109
Mariner
Kansas
$855K 26,933 -10,883 -29%
WIA
110
World Investment Advisors
California
$844K 26,584 +1,350 +5%
AC
111
Apella Capital
Connecticut
$841K 25,742 -2,040 -7%
ST
112
Spinnaker Trust
Maine
$839K 26,411 – –
PFA
113
Petra Financial Advisors
Colorado
$833K 26,229 -106 -0.4%
KWA
114
Kondo Wealth Advisors
California
$813K 25,001 +486 +2%
SMC
115
Smith, Moore & Co
Missouri
$813K 25,601 +5 +0%
IA
116
IFP Advisors
Florida
$804K 25,330 -172,863 -87%
PPWM
117
Paragon Private Wealth Management
Kentucky
$801K 25,233 +7,058 +39%
Comerica Bank
118
Comerica Bank
Texas
$791K 24,898 -707 -3%
SS
119
Sunbelt Securities
Texas
$775K 22,562 +2,513 +13%
HCM
120
Hengehold Capital Management
Ohio
$762K 23,991 +8,932 +59%
SG
121
Sharper & Granite
California
$751K 22,760 -320 -1%
CCA
122
Clearwater Capital Advisors
Illinois
$735K 23,144 -35 -0.2%
CL
123
COWA LLC
Oklahoma
$720K 22,673 +1,441 +7%
MG
124
Mather Group
Illinois
$711K 22,387 -1,750 -7%
PPW
125
Pasadena Private Wealth
California
$710K 22,353 +22,353 New
3 4
5
6 7