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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
SPC
151
Sigma Planning Corp
Michigan
$570K +$9.8K +277 +2%
Brown Advisory
152
Brown Advisory
Maryland
$569K +$6.47K +183 +1%
RSWA
153
Robinson Smith Wealth Advisors
Maine
$561K – – –
UCFA
154
United Capital Financial Advisors
Texas
$553K -$26.6K -752 -4%
AI
155
Atria Investments
North Carolina
$552K +$172K +4,875 +44%
IPAM
156
Investment Partners Asset Management
New Jersey
$550K +$2.48K +70 +0.4%
CL
157
COWA LLC
Oklahoma
$545K +$83.3K +2,356 +17%
PWP
158
Principle Wealth Partners
Connecticut
$543K -$47.7K -1,350 -8%
NC
159
NewSquare Capital
Pennsylvania
$542K +$13.4K +380 +2%
CPIG
160
Chicago Partners Investment Group
Illinois
$533K -$39.2K -1,109 -7%
HCM
161
Hengehold Capital Management
Ohio
$532K -$24.7K -699 -4%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$520K +$63.6K +1,799 +13%
PA
163
Pinnacle Associates
New York
$517K -$154K -4,364 -22%
NIWA
164
New Insight Wealth Advisors
California
$506K +$265K +7,492 +104%
WCP
165
Wealthcare Capital Partners
Pennsylvania
$495K +$509K +14,402 New
UPS
166
UHLMANN PRICE SECURITIES
Illinois
$492K +$14.1K +400 +3%
AGA
167
Arkos Global Advisors
Texas
$492K -$11.1K -314 -2%
AWC
168
Abundance Wealth Counselors
Pennsylvania
$480K -$1.59K -45 -0.3%
NHT
169
New Hampshire Trust
New Hampshire
$469K – – –
Fidelity Investments
170
Fidelity Investments
Massachusetts
$469K +$69.6K +1,967 +17%
JSL
171
JT Stratford LLC
Georgia
$467K -$25.4K -719 -5%
CWM
172
Collaborative Wealth Management
Florida
$461K +$1.88K +53 +0.4%
DE
173
Diversified Enterprises
Delaware
$452K +$88.1K +2,490 +23%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$451K -$25.1K -710 -5%
FPAS
175
Focus Partners Advisor Solutions
Missouri
$450K -$192K -5,424 -29%
5 6
7
8 9

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.