DES icon

WisdomTree US SmallCap Dividend Fund
DES

Overview Fund Activity

319 hedge funds and large institutions have $973M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 101 increasing their positions, 124 reducing their positions, and 17 closing their positions.

Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
4.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
101
Reduced
124
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$75.7M
2
Stifel Financial
2
Stifel Financial
Missouri
$16.4M
3
IA
3
IFP Advisors
Florida
$6.56M
4
RJA
4
Raymond James & Associates
Florida
$15.3M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.91M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$300K
2
Bank of America
2
Bank of America
North Carolina
$68M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$382K
4
MWM
4
Meridian Wealth Management
Kentucky
$0
5
UBS Group
5
UBS Group
Switzerland
$59.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.4M 2,243,273 +47,451 +2%
LPL Financial
2
LPL Financial
California
$75.7M 2,195,071 +549,878 +33%
Bank of America
3
Bank of America
North Carolina
$68M 1,970,323 -175,413 -8%
UBS Group
4
UBS Group
Switzerland
$59.4M 1,721,509 -104,293 -6%
Creative Planning
5
Creative Planning
Kansas
$51.5M 1,492,661 -13,887 -0.9%
M&T Bank
6
M&T Bank
New York
$41.6M 1,207,541 +18,577 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.6M 857,596 -9,964 -1%
Wells Fargo
8
Wells Fargo
California
$29.4M 852,799 -461 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$26.3M 762,034 +18,767 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.3M 676,946 +12,710 +2%
KeyBank National Association
11
KeyBank National Association
Ohio
$23.1M 668,969 +39,270 +6%
HNB
12
Huntington National Bank
Ohio
– – – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$17M 493,443 +45,904 +10%
Stifel Financial
14
Stifel Financial
Missouri
$16.4M 476,329 +255,042 +115%
RJA
15
Raymond James & Associates
Florida
$15.3M 444,823 +104,775 +31%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$12.8M 377,678 +18,331 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12.2M 354,703 -6,713 -2%
Corient Private Wealth
18
Corient Private Wealth
Florida
$11.8M 341,601 +494 +0.1%
DWM
19
Destination Wealth Management
California
$11M 319,348 -1,796 -0.6%
KAS
20
Kestra Advisory Services
Texas
$11M 317,669 -3,677 -1%
Truist Financial
21
Truist Financial
North Carolina
$10M 290,983 +11,016 +4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$8.1M 234,758 -4,827 -2%
PCG
23
Prosperity Consulting Group
Maryland
$8.08M 234,331 +9,850 +4%
AssetMark Inc
24
AssetMark Inc
California
$7.91M 229,427 -12,175 -5%
BW
25
BIP Wealth
Georgia
$7.55M 218,954 +17,786 +9%
1
2 3 4 5