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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 %
HIA
101
Harbor Investment Advisory
Maryland
$1.07M -$4.32K -135 -0.4%
HSA
102
HBK Sorce Advisory
Pennsylvania
$1.06M +$10.7K +335 +1%
IWM
103
IHT Wealth Management
Illinois
$1.06M -$1.98K -62 -0.2%
PS
104
Principal Securities
Iowa
$1.06M +$26.3K +766 +3%
NA
105
NewEdge Advisors
Louisiana
$1.05M -$383K -11,988 -27%
GIA
106
Gladstone Institutional Advisory
Florida
$1.05M -$259K -8,091 -20%
BPA
107
Beacon Pointe Advisors
California
$1.04M +$435K +13,607 +72%
AF
108
Advisornet Financial
Minnesota
$1.03M +$386K +12,064 +59%
OC
109
Oppenheimer & Co
New York
$989K -$17.1K -535 -2%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$986K +$986K +30,845 New
PAG
111
Private Advisor Group
New Jersey
$947K -$234K -7,332 -20%
WP
112
WealthShield Partners
North Carolina
$933K +$51.5K +1,612 +6%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$915K +$6.65K +208 +0.7%
BF
114
BOK Financial
Oklahoma
$911K +$27K +845 +3%
CWM
115
Connecticut Wealth Management
Connecticut
$892K +$892K +27,921 New
IA
116
IFG Advisory
Georgia
$890K – – –
ST
117
Spinnaker Trust
Maine
$844K – – –
PFA
118
Petra Financial Advisors
Colorado
$842K +$32.9K +1,030 +4%
AC
119
Apella Capital
Connecticut
$832K -$21.3K -712 -2%
Comerica Bank
120
Comerica Bank
Texas
$818K -$20.3K -634 -2%
SMC
121
Smith, Moore & Co
Missouri
$818K +$64 +2 +0%
WIA
122
World Investment Advisors
California
$806K -$40.8K -1,276 -5%
KWA
123
Kondo Wealth Advisors
California
$784K -$22.2K -694 -3%
IWP
124
Invenio Wealth Partners
Florida
$776K -$97.8K -3,059 -11%
MG
125
Mather Group
Illinois
$771K -$31.5K -987 -4%
3 4
5
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