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WisdomTree US SmallCap Dividend Fund
DES

332 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 43 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

3% more funds holding

Funds holding: 321 → 332 (+11)

1.77% more ownership

Funds ownership: 46.44% → 48.21% (+1.8%)

4% more capital invested

Capital invested by funds: $973M → $1.01B (+$36M)

1% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 107

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% 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
43
Increased
108
Reduced
107
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.78M
2
Morgan Stanley
Morgan Stanley
New York
+$7.55M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.68M
4
Ameriprise
Ameriprise
Minnesota
+$2.3M
5
IAN
Integrated Advisors Network
Texas
+$2.26M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$8.63M
2
M&T Bank
M&T Bank
New York
-$4.94M
3
CWM
Connecticut Wealth Management
Connecticut
-$963K
4
PCG
Prosperity Consulting Group
Maryland
-$851K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$800K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
126
Petra Financial Advisors
Colorado
$869K – – –
KWA
127
Kondo Wealth Advisors
California
$866K +$892K +25,209 New
MG
128
Mather Group
Illinois
$863K -$16K -452 -2%
BCI
129
Blue Capital Inc
Nebraska
$838K +$863K +24,388 New
P
130
&Partners
Tennessee
$818K +$249K +7,029 +43%
CRFG
131
Columbia River Financial Group
Washington
$799K +$823K +23,269 New
BA
132
Bristlecone Advisors
Washington
$799K -$16K -453 -2%
CCA
133
Clearwater Capital Advisors
Illinois
$797K -$1.17K -33 -0.1%
SG
134
Sharper & Granite
California
$794K – – –
SS
135
Sunbelt Securities
Texas
$771K – – –
CA
136
Clearstead Advisors
Ohio
$727K -$6.97K -197 -0.9%
IA
137
Insight Advisors
Pennsylvania
$725K -$18.3K -517 -2%
BFPW
138
BOK Financial Private Wealth
Colorado
$710K -$38.9K -1,101 -5%
WA
139
Waverly Advisors
Alabama
$708K +$232K +6,563 +47%
AF
140
Advisornet Financial
Minnesota
$697K +$184K +5,199 +34%
MSA
141
Marino Stram & Associates
Massachusetts
$688K -$4.53K -128 -0.6%
SA
142
Sanctuary Advisors
Indiana
$684K -$85.4K -2,414 -11%
VC
143
Vicus Capital
Pennsylvania
$663K -$155K -4,375 -18%
BPA
144
Beacon Pointe Advisors
California
$648K -$540K -15,281 -45%
CCM
145
Collar Capital Management
Wisconsin
$647K +$666K +18,823 New
SC
146
SouthState Corp
Florida
$610K – – –
RCAG
147
Rehmann Capital Advisory Group
Michigan
$597K – – –
RRA
148
Round Rock Advisors
Connecticut
$597K – – –
CAG
149
Csenge Advisory Group
Florida
$590K +$135K +3,828 +29%
AIA
150
AssuredPartners Investment Advisors
Florida
$580K +$597K +16,874 New
4 5
6
7 8

DES Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q4 2024, worth a combined $1.01B — up 3.7% from $973M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DES positions and 25 closed out — a net gain of 18 holders — while 108 added to existing stakes and 107 trimmed.

The largest buyer was Bank of America, adding an estimated $8.78M. The largest seller was Stifel Financial, cutting an estimated $8.63M.

  • 332 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $1.01B of WisdomTree US SmallCap Dividend Fund stock for Q4 2024, up 3.7% quarter-over-quarter.
  • 43 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q4 2024 and 25 closed out, a net change of +18 holders.
  • The largest WisdomTree US SmallCap Dividend Fund buyer in Q4 2024 was Bank of America, an estimated $8.78M added.
  • The largest WisdomTree US SmallCap Dividend Fund seller in Q4 2024 was Stifel Financial, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2024.