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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 %
SPC
151
Sigma Planning Corp
Michigan
$534K +$3.87K +121 +0.7%
Goldman Sachs
152
Goldman Sachs
New York
$529K +$529K +16,562 New
AI
153
Atria Investments
North Carolina
$526K +$12.4K +388 +2%
NC
154
NewSquare Capital
Pennsylvania
$518K +$13.2K +412 +3%
Brown Advisory
155
Brown Advisory
Maryland
$516K -$13K -408 -2%
EAM
156
Empirical Asset Management
Massachusetts
$513K +$141K +4,404 +38%
PWP
157
Principle Wealth Partners
Connecticut
$506K – – –
NIWA
158
New Insight Wealth Advisors
California
$502K +$31.2K +975 +7%
SIA
159
SGL Investment Advisors
Montana
$498K +$99.4K +3,213 +25%
AIA
160
AssuredPartners Investment Advisors
Florida
$497K -$41.9K -1,310 -8%
CAG
161
Csenge Advisory Group
Florida
$490K -$17.2K -583 -3%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$487K +$50.7K +1,586 +12%
HCM
163
Hengehold Capital Management
Ohio
$481K -$13.6K -426 -3%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$477K +$160K +5,012 +51%
UPS
165
UHLMANN PRICE SECURITIES
Illinois
$474K +$16.2K +508 +4%
AWC
166
Abundance Wealth Counselors
Pennsylvania
$466K +$19.3K +604 +4%
CPIG
167
Chicago Partners Investment Group
Illinois
$465K -$12.6K -415 -3%
IAN
168
Integrated Advisors Network
Texas
$464K -$2.04M -63,697 -81%
NHT
169
New Hampshire Trust
New Hampshire
$456K +$19.8K +620 +5%
RSWA
170
Robinson Smith Wealth Advisors
Maine
$456K -$66.3K -2,075 -13%
UCFA
171
United Capital Financial Advisors
Texas
$451K -$63.1K -1,974 -12%
PA
172
Pinnacle Associates
New York
$450K -$30.7K -961 -6%
FFS
173
Founders Financial Securities
Maryland
$448K +$72.6K +2,398 +19%
AGA
174
Arkos Global Advisors
Texas
$448K -$9.27K -290 -2%
NWA
175
Navis Wealth Advisors
New York
$441K +$57.3K +1,792 +15%
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