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
Bank of America
North Carolina
$76.2M
2
Morgan Stanley
Morgan Stanley
New York
$84.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18.5M
4
Ameriprise
Ameriprise
Minnesota
$28.4M
5
IAN
Integrated Advisors Network
Texas
$2.69M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$19M
2
Stifel Financial
Stifel Financial
Missouri
$7.98M
3
M&T Bank
M&T Bank
New York
$36.7M
4
CWM
Connecticut Wealth Management
Connecticut
$0
5
PCG
Prosperity Consulting Group
Maryland
$7.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
126
Kondo Wealth Advisors
California
$866K +$866K +25,209 New
MG
127
Mather Group
Illinois
$863K -$15.5K -452 -2%
BCI
128
Blue Capital Inc
Nebraska
$838K +$838K +24,388 New
P
129
&Partners
Tennessee
$818K +$246K +7,029 +43%
CRFG
130
Columbia River Financial Group
Washington
$799K +$799K +23,269 New
BA
131
Bristlecone Advisors
Washington
$799K -$15.6K -453 -2%
CCA
132
Clearwater Capital Advisors
Illinois
$797K -$1.13K -33 -0.1%
SG
133
Sharper & Granite
California
$794K – – –
SS
134
Sunbelt Securities
Texas
$771K – – –
CA
135
Clearstead Advisors
Ohio
$727K -$6.77K -197 -0.9%
IA
136
Insight Advisors
Pennsylvania
$725K -$17.7K -517 -2%
BFPW
137
BOK Financial Private Wealth
Colorado
$710K -$37.8K -1,101 -5%
WA
138
Waverly Advisors
Alabama
$708K +$225K +6,563 +47%
AF
139
Advisornet Financial
Minnesota
$697K +$179K +5,199 +34%
MSA
140
Marino Stram & Associates
Massachusetts
$688K -$4.4K -128 -0.6%
SA
141
Sanctuary Advisors
Indiana
$684K -$84.4K -2,414 -11%
VC
142
Vicus Capital
Pennsylvania
$663K -$150K -4,375 -18%
BPA
143
Beacon Pointe Advisors
California
$648K -$525K -15,281 -45%
CCM
144
Collar Capital Management
Wisconsin
$647K +$647K +18,823 New
SC
145
SouthState Corp
Florida
$610K – – –
RCAG
146
Rehmann Capital Advisory Group
Michigan
$597K – – –
RRA
147
Round Rock Advisors
Connecticut
$597K – – –
CAG
148
Csenge Advisory Group
Florida
$590K +$131K +3,828 +29%
AIA
149
AssuredPartners Investment Advisors
Florida
$580K +$580K +16,874 New
SPC
150
Sigma Planning Corp
Michigan
$570K +$9.52K +277 +2%
4 5
6
7 8