DES icon

WisdomTree US SmallCap Dividend Fund
DES

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 %
PWMAG
201
Pinnacle Wealth Management Advisory Group
New Jersey
$325K -$7.94K -250 -2%
UPS
202
UHLMANN PRICE SECURITIES
Illinois
$324K -$148K -4,645 -31%
BFW
203
Brady Family Wealth
Missouri
$323K – – –
MCM
204
MAI Capital Management
Ohio
$322K -$10.4K -326 -3%
DWM
205
Dakota Wealth Management
Florida
$317K -$32.9K -1,035 -9%
NS
206
NBC Securities
Alabama
$312K -$8.69K -274 -3%
GFA
207
Gallagher Fiduciary Advisors
Illinois
$311K +$2.54K +80 +0.8%
BMD
208
Better Money Decisions
New Mexico
$306K +$2.16K +68 +0.7%
TNBTD
209
Trustmark National Bank Trust Department
Mississippi
$303K -$5.08K -160 -2%
PSF
210
Pacific Sun Financial
California
$302K -$10.2K -320 -3%
FNT
211
First National Trust
Pennsylvania
$299K -$42.3K -1,331 -12%
MWP
212
Moller Wealth Partners
$289K – – –
RA
213
Rockingstone Advisors
Massachusetts
$288K – – –
AQR Capital Management
214
AQR Capital Management
Connecticut
$286K +$286K +8,995 New
PT
215
Plimoth Trust
Massachusetts
$283K -$13.7K -431 -5%
SFC
216
Strategic Financial Concepts
Texas
$267K -$5.91K -186 -2%
Invesco
217
Invesco
Georgia
$258K -$18.8K -592 -7%
CGH
218
Crossmark Global Holdings
Texas
$253K -$76.7K -2,415 -23%
WCP
219
Wick Capital Partners
Pennsylvania
$251K +$138K +9,722 +123%
BFG
220
Berger Financial Group
Minnesota
$250K – – –
HA
221
Huntleigh Advisors
Missouri
$248K -$35K -1,101 -12%
VW
222
Vance Wealth
California
$245K – – –
SEP
223
Southland Equity Partners
Missouri
$244K -$19.6K -618 -7%
AC
224
Anson Capital
Georgia
$234K +$13.1K +412 +6%
MWA
225
Midland Wealth Advisors
Illinois
$230K -$150K -4,734 -40%
7 8
9
10 11