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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$19M
2
Stifel Financial
Stifel Financial
Missouri
$7.98M
3
M&T Bank
M&T Bank
New York
$36.7M
4
CWM
Connecticut Wealth Management
Connecticut
$0
5
PCG
Prosperity Consulting Group
Maryland
$7.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
176
Focus Financial Network
Minnesota
$448K +$9.83K +286 +2%
EWA
177
EP Wealth Advisors
California
$441K +$102K +2,973 +30%
SIA
178
SGL Investment Advisors
Montana
$439K -$9.73K -286 -2%
HW
179
Hancock Whitney
Mississippi
$429K -$447 -13 -0.1%
FFS
180
Founders Financial Securities
Maryland
$426K -$30.6K -890 -7%
PAS
181
Park Avenue Securities
New York
$423K +$206 +6 +0%
EH
182
Equitable Holdings
New York
$422K -$22.9K -668 -5%
NWA
183
Navis Wealth Advisors
New York
$412K +$69.5K +2,023 +20%
MWA
184
Midland Wealth Advisors
Illinois
$412K -$51.5K -1,500 -11%
EAM
185
Empirical Asset Management
Massachusetts
$400K +$4.33K +126 +1%
EWA
186
Exencial Wealth Advisors
Oklahoma
$399K -$81.6K -2,375 -17%
IIA
187
Integral Investment Advisors
California
$398K – – –
PWMAG
188
Pinnacle Wealth Management Advisory Group
New Jersey
$393K -$11.3K -328 -3%
DWM
189
Dakota Wealth Management
Florida
$389K – – –
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$384K +$61.6K +1,792 +19%
IWC
191
Infinity Wealth Counsel
Ohio
$382K +$382K +11,130 New
VCA
192
Verdence Capital Advisors
Maryland
$377K +$240 +7 +0.1%
HP
193
Hilltop Partners
Indiana
$373K – – –
CICC
194
Capital Investment Counsel (Colorado)
Colorado
$369K -$26.4K -770 -7%
FNT
195
First National Trust
Pennsylvania
$364K +$97.5K +2,838 +37%
CTWM
196
Cherry Tree Wealth Management
Minnesota
$363K – – –
PI
197
PFG Investments
New York
$363K +$2.27K +66 +0.6%
ASN
198
Advisory Services Network
Georgia
$357K -$19K -553 -5%
SIC
199
Sterling Investment Counsel
New York
$357K – – –
TM
200
TigerOak Management
New Mexico
$357K +$357K +10,392 New
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