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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 %
TM
201
TigerOak Management
New Mexico
$332K – – –
CTWM
202
Cherry Tree Wealth Management
Minnesota
$332K -$6.3K -197 -2%
CGH
203
Crossmark Global Holdings
Texas
$331K +$331K +10,366 New
CWP
204
Cyndeo Wealth Partners
Florida
$328K – – –
BFW
205
Brady Family Wealth
Missouri
$325K – – –
NS
206
NBC Securities
Alabama
$323K +$323K +10,107 +101,070%
ASN
207
Advisory Services Network
Georgia
$316K -$17K -532 -5%
PSF
208
Pacific Sun Financial
California
$314K – – –
PI
209
PFG Investments
New York
$312K -$25.5K -799 -8%
GFA
210
Gallagher Fiduciary Advisors
Illinois
$310K +$1.57K +49 +0.5%
TNBTD
211
Trustmark National Bank Trust Department
Mississippi
$310K +$25.6K +800 +9%
BMD
212
Better Money Decisions
New Mexico
$306K +$14.3K +446 +5%
CICC
213
Capital Investment Counsel (Colorado)
Colorado
$300K -$43.5K -1,362 -13%
PT
214
Plimoth Trust
Massachusetts
$298K -$1.28K -40 -0.4%
MWP
215
Moller Wealth Partners
$290K – – –
RA
216
Rockingstone Advisors
Massachusetts
$290K -$32K -1,000 -10%
HA
217
Huntleigh Advisors
Missouri
$284K +$160 +5 +0.1%
Invesco
218
Invesco
Georgia
$278K -$5.53K -173 -2%
SFC
219
Strategic Financial Concepts
Texas
$275K +$2.65K +83 +1%
SEP
220
Southland Equity Partners
Missouri
$265K -$6.46K -202 -2%
WCP
221
Wick Capital Partners
Pennsylvania
$252K +$252K +7,888 New
BFG
222
Berger Financial Group
Minnesota
$252K – – –
VW
223
Vance Wealth
California
$247K – – –
AIA
224
Ally Invest Advisors
North Carolina
$239K -$7.64K -239 -3%
MIC
225
Meridian Investment Counsel
California
$224K – – –
7 8
9
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