DES icon

WisdomTree US SmallCap Dividend Fund
DES

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 %
DE
176
Diversified Enterprises
Delaware
$422K +$1.63K +51 +0.4%
SIA
177
Schechter Investment Advisors
Michigan
$418K – – –
EWA
178
EP Wealth Advisors
California
$414K +$3.77K +118 +0.9%
FFN
179
Focus Financial Network
Minnesota
$406K -$11.1K -347 -3%
GWM
180
Geneos Wealth Management
Colorado
$397K +$188K +5,881 +90%
CWM
181
Collaborative Wealth Management
Florida
$396K -$33.5K -1,049 -8%
HW
182
Hancock Whitney
Mississippi
$396K -$3K -94 -0.8%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$391K -$29.3K -918 -7%
MWA
184
Midland Wealth Advisors
Illinois
$383K – – –
JSL
185
JT Stratford LLC
Georgia
$378K -$56K -1,751 -13%
IIA
186
Integral Investment Advisors
California
$370K – – –
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$366K +$9.17K +287 +3%
EWA
188
Exencial Wealth Advisors
Oklahoma
$362K -$9.52K -298 -3%
IWC
189
Infinity Wealth Counsel
Ohio
$356K – – –
EH
190
Equitable Holdings
New York
$355K -$37.3K -1,168 -10%
MFS
191
McNamara Financial Services
Massachusetts
$353K +$63.1K +1,975 +22%
DWM
192
Dakota Wealth Management
Florida
$352K -$10.2K -318 -3%
VCA
193
Verdence Capital Advisors
Maryland
$351K +$128 +4 +0%
HP
194
Hilltop Partners
Indiana
$347K – – –
SOS
195
Silver Oak Securities
Tennessee
$346K +$24.3K +760 +8%
FNT
196
First National Trust
Pennsylvania
$343K +$4.28K +134 +1%
PWMAG
197
Pinnacle Wealth Management Advisory Group
New Jersey
$335K -$30.7K -961 -8%
MCM
198
MAI Capital Management
Ohio
$334K +$49.9K +1,561 +18%
DAS
199
Dynamic Advisor Solutions
Arizona
$333K +$333K +10,430 New
SIC
200
Sterling Investment Counsel
New York
$332K – – –
6 7
8
9 10