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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 %
BA
126
Bristlecone Advisors
Washington
$747K +$4.22K +132 +0.6%
PRI
127
Prepared Retirement Institute
Pennsylvania
$747K -$658K -20,584 -47%
CCA
128
Clearwater Capital Advisors
Illinois
$741K -$320 -10 -0%
SG
129
Sharper & Granite
California
$738K -$799 -25 -0.1%
CRFG
130
Columbia River Financial Group
Washington
$731K -$12.7K -397 -2%
CA
131
Clearstead Advisors
Ohio
$716K +$40.3K +1,260 +6%
FPAS
132
Focus Partners Advisor Solutions
Missouri
$710K +$291K +9,110 +70%
CL
133
COWA LLC
Oklahoma
$679K +$171K +5,355 +34%
BFPW
134
BOK Financial Private Wealth
Colorado
$660K – – –
AWS
135
Atria Wealth Solutions
New York
$648K -$224K -7,013 -26%
MSA
136
Marino Stram & Associates
Massachusetts
$641K +$575 +18 +0.1%
SS
137
Sunbelt Securities
Texas
$641K -$80.3K -2,513 -11%
VC
138
Vicus Capital
Pennsylvania
$622K +$4.7K +147 +0.8%
PPWM
139
Paragon Private Wealth Management
Kentucky
$581K +$581K +18,175 New
Natixis Advisors
140
Natixis Advisors
Massachusetts
$574K +$90K +2,816 +19%
SC
141
SouthState Corp
Florida
$565K -$2.69K -84 -0.5%
WCP
142
Wealthcare Capital Partners
Pennsylvania
$558K +$97.3K +3,043 +21%
RCAG
143
Rehmann Capital Advisory Group
Michigan
$555K – – –
RRA
144
Round Rock Advisors
Connecticut
$555K – – –
GVAG
145
Great Valley Advisor Group
Delaware
$547K +$231K +7,228 +73%
IPAM
146
Investment Partners Asset Management
New Jersey
$546K +$34.5K +1,081 +7%
IA
147
Insight Advisors
Pennsylvania
$544K -$134K -4,194 -20%
CCM
148
Collar Capital Management
Wisconsin
$543K -$58.8K -1,840 -10%
MMA
149
Miracle Mile Advisors
California
$538K -$337K -10,542 -39%
SF
150
Seek First
California
$537K +$537K +16,812 New
4 5
6
7 8