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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 %
IWC
176
Infinity Wealth Counsel
Ohio
$402K +$48.6K +1,530 +14%
FFA
177
Founders Financial Alliance
North Carolina
$397K +$381K +11,991 +2,374%
DE
178
Diversified Enterprises
Delaware
$396K -$23.6K -743 -6%
IWP
179
Invenio Wealth Partners
Florida
$390K -$381K -12,010 -49%
HW
180
Hancock Whitney
Mississippi
$388K -$5.56K -175 -1%
FFA
181
Farther Finance Advisors
California
$384K +$329K +10,347 +590%
JSL
182
JT Stratford LLC
Georgia
$380K +$4.32K +136 +1%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$372K -$112K -3,526 -23%
NIWA
184
New Insight Wealth Advisors
California
$370K -$129K -4,057 -26%
CWM
185
Collaborative Wealth Management
Florida
$369K -$24.4K -767 -6%
IIA
186
Integral Investment Advisors
California
$368K – – –
Jane Street
187
Jane Street
New York
$357K +$357K +11,249 New
EWA
188
Exencial Wealth Advisors
Oklahoma
$350K -$9.88K -311 -3%
VCA
189
Verdence Capital Advisors
Maryland
$349K +$191 +6 +0.1%
LAM
190
LOM Asset Management
$349K +$349K +11,000 New
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$349K -$39.5K -1,245 -10%
HP
192
Hilltop Partners
Indiana
$345K – – –
SOS
193
Silver Oak Securities
Tennessee
$339K -$5.72K -180 -2%
PAS
194
Park Avenue Securities
New York
$337K +$337K +10,621 New
DAS
195
Dynamic Advisor Solutions
Arizona
$332K +$413 +13 +0.1%
SIC
196
Sterling Investment Counsel
New York
$330K – – –
TM
197
TigerOak Management
New Mexico
$330K – – –
CTWM
198
Cherry Tree Wealth Management
Minnesota
$330K – – –
SC
199
Savant Capital
Illinois
$329K +$329K +10,367 New
PI
200
PFG Investments
New York
$327K +$16.9K +532 +5%
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