DES icon

WisdomTree US SmallCap Dividend Fund
DES

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 %
PAG
101
Private Advisor Group
New Jersey
$1.27M -$182K -5,298 -13%
UAG
102
United Advisor Group
Ohio
$1.26M -$81.9K -2,383 -6%
HHGA
103
Halbert Hargrove Global Advisors
California
$1.24M +$1.03K +30 +0.1%
WB
104
WesBanco Bank
West Virginia
$1.24M +$1.41K +41 +0.1%
Jane Street
105
Jane Street
New York
$1.21M +$305K +8,892 +34%
WW
106
Waterfront Wealth
Kansas
$1.19M -$687 -20 -0.1%
HIA
107
Harbor Investment Advisory
Maryland
$1.16M -$62.2K -1,811 -5%
IWM
108
IHT Wealth Management
Illinois
$1.14M +$116K +3,381 +11%
HSA
109
HBK Sorce Advisory
Pennsylvania
$1.13M -$86.8K -2,527 -7%
OC
110
Oppenheimer & Co
New York
$1.08M +$71.1K +2,069 +7%
Mariner
111
Mariner
Kansas
$1.05M -$62.9K -1,831 -6%
PS
112
Principal Securities
Iowa
$1.03M +$97.1K +2,828 +10%
AC
113
Apella Capital
Connecticut
$979K +$979K +28,494 New
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$977K -$26.2K -764 -3%
IA
115
IFG Advisory
Georgia
$957K – – –
WP
116
WealthShield Partners
North Carolina
$948K +$34 +1 +0%
MMA
117
Miracle Mile Advisors
California
$941K +$10.8K +313 +1%
IWP
118
Invenio Wealth Partners
Florida
$939K -$123K -3,579 -12%
AWS
119
Atria Wealth Solutions
New York
$937K +$212K +6,163 +29%
BF
120
BOK Financial
Oklahoma
$915K -$69.4K -2,098 -7%
WIA
121
World Investment Advisors
California
$911K +$49.6K +1,444 +6%
ST
122
Spinnaker Trust
Maine
$907K – – –
Comerica Bank
123
Comerica Bank
Texas
$901K -$4.36K -127 -0.5%
SMC
124
Smith, Moore & Co
Missouri
$879K +$137 +4 +0%
PFA
125
Petra Financial Advisors
Colorado
$869K – – –
3 4
5
6 7