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WisdomTree US SmallCap Dividend Fund
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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
1
Bank of America
North Carolina
$76.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$84.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$18.5M
4
Ameriprise
4
Ameriprise
Minnesota
$28.4M
5
IAN
5
Integrated Advisors Network
Texas
$2.69M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.98M
3
M&T Bank
3
M&T Bank
New York
$36.7M
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
PCG
5
Prosperity Consulting Group
Maryland
$7.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
151
Brown Advisory
Maryland
$569K +$6.29K +183 +1%
RSWA
152
Robinson Smith Wealth Advisors
Maine
$561K – – –
UCFA
153
United Capital Financial Advisors
Texas
$553K -$25.8K -752 -4%
AI
154
Atria Investments
North Carolina
$552K +$167K +4,875 +44%
IPAM
155
Investment Partners Asset Management
New Jersey
$550K +$2.41K +70 +0.4%
CL
156
COWA LLC
Oklahoma
$545K +$80.9K +2,356 +17%
PWP
157
Principle Wealth Partners
Connecticut
$543K -$46.4K -1,350 -8%
NC
158
NewSquare Capital
Pennsylvania
$542K +$13.1K +380 +2%
CPIG
159
Chicago Partners Investment Group
Illinois
$533K -$37.5K -1,109 -7%
HCM
160
Hengehold Capital Management
Ohio
$532K -$24K -699 -4%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$520K +$61.8K +1,799 +13%
PA
162
Pinnacle Associates
New York
$517K -$150K -4,364 -22%
NIWA
163
New Insight Wealth Advisors
California
$506K +$257K +7,492 +104%
WCP
164
Wealthcare Capital Partners
Pennsylvania
$495K +$495K +14,402 New
UPS
165
UHLMANN PRICE SECURITIES
Illinois
$492K +$13.7K +400 +3%
AGA
166
Arkos Global Advisors
Texas
$492K -$10.8K -314 -2%
AWC
167
Abundance Wealth Counselors
Pennsylvania
$480K -$1.55K -45 -0.3%
NHT
168
New Hampshire Trust
New Hampshire
$469K – – –
Fidelity Investments
169
Fidelity Investments
Massachusetts
$469K +$67.6K +1,967 +17%
JSL
170
JT Stratford LLC
Georgia
$467K -$24.7K -719 -5%
CWM
171
Collaborative Wealth Management
Florida
$461K +$1.82K +53 +0.4%
DE
172
Diversified Enterprises
Delaware
$452K +$85.5K +2,490 +23%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$451K -$24.4K -710 -5%
FPAS
174
Focus Partners Advisor Solutions
Missouri
$450K -$186K -5,424 -29%
SIA
175
Schechter Investment Advisors
Michigan
$449K – – –
5 6
7
8 9