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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

315 hedge funds and large institutions have $911M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
104
Reduced
125
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$73M
2
Corient Private Wealth
Corient Private Wealth
Florida
$22.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$21.2M
4
Morgan Stanley
Morgan Stanley
New York
$81.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.64M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$17.3M
2
IA
IFP Advisors
Florida
$804K
3
Truist Financial
Truist Financial
North Carolina
$4.59M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26.1M
5
Stifel Financial
Stifel Financial
Missouri
$4.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
151
Sigma Planning Corp
Michigan
$516K -$14.8K -465 -3%
CAG
152
Csenge Advisory Group
Florida
$516K – – –
EAM
153
Empirical Asset Management
Massachusetts
$513K +$3.18K +100 +0.6%
Brown Advisory
154
Brown Advisory
Maryland
$513K – – –
CCM
155
Collar Capital Management
Wisconsin
$508K -$31.4K -990 -6%
PRI
156
Prepared Retirement Institute
Pennsylvania
$492K -$250K -7,879 -34%
MHS
157
M Holdings Securities
Oregon
$484K +$484K +15,200 New
EWA
158
EP Wealth Advisors
California
$483K +$71.5K +2,250 +17%
FFS
159
Founders Financial Securities
Maryland
$483K +$12.5K +395 +3%
CPIG
160
Chicago Partners Investment Group
Illinois
$477K -$33.9K -1,017 -7%
MSA
161
Marino Stram & Associates
Massachusetts
$473K -$164K -5,160 -26%
RRA
162
Round Rock Advisors
Connecticut
$471K -$80.7K -2,540 -15%
AWC
163
Abundance Wealth Counselors
Pennsylvania
$462K -$762 -24 -0.2%
NHT
164
New Hampshire Trust
New Hampshire
$454K – – –
RSWA
165
Robinson Smith Wealth Advisors
Maine
$453K – – –
IAN
166
Integrated Advisors Network
Texas
$453K -$8.35K -263 -2%
AGA
167
Arkos Global Advisors
Texas
$448K +$3.05K +96 +0.7%
FTUS
168
Flow Traders U.S.
New York
$444K +$234K +7,384 +112%
PA
169
Pinnacle Associates
New York
$440K -$7.94K -250 -2%
MFS
170
McNamara Financial Services
Massachusetts
$437K +$86.5K +2,725 +25%
ASN
171
Advisory Services Network
Georgia
$424K +$109K +3,418 +35%
AAP
172
Arax Advisory Partners
Colorado
$415K +$415K +13,070 New
FFN
173
Focus Financial Network
Minnesota
$413K +$9.91K +312 +2%
EH
174
Equitable Holdings
New York
$407K +$53.6K +1,687 +15%
UCFA
175
United Capital Financial Advisors
Texas
$402K -$46.1K -1,451 -10%
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