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WisdomTree US SmallCap Dividend Fund

332 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 43 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

3% more funds holding

Funds holding: 321332 (+11)

1.77% more ownership

Funds ownership: 46.44%48.21% (+1.8%)

4% more capital invested

Capital invested by funds: $973M → $1.01B (+$36M)

1% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 107

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% 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
43
Increased
108
Reduced
107
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$84.4M +$7.55M +213,409 +10%
LPL Financial
2
LPL Financial
California
$76.6M +$1.27M +35,995 +2%
Bank of America
3
Bank of America
North Carolina
$76.2M +$8.78M +248,211 +13%
UBS Group
4
UBS Group
Switzerland
$59.2M +$54.3K +1,535 +0.1%
Creative Planning
5
Creative Planning
Kansas
$50.7M -$590K -16,668 -1%
M&T Bank
6
M&T Bank
New York
$36.7M -$4.94M -139,614 -12%
Raymond James Financial
7
Raymond James Financial
Florida
$33.4M +$34.4M +971,403 New
Wells Fargo
8
Wells Fargo
California
$29.8M +$508K +14,358 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$29.3M -$175K -4,937 -0.6%
Ameriprise
10
Ameriprise
Minnesota
$28.4M +$2.3M +65,162 +9%
KeyBank National Association
11
KeyBank National Association
Ohio
$23.5M +$581K +16,434 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$23.5M +$289K +8,169 +1%
HNB
13
Huntington National Bank
Ohio
$19M
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$18.5M +$5.68M +160,585 +43%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$11.7M -$481K -13,604 -4%
Corient Private Wealth
16
Corient Private Wealth
Florida
$11.7M -$83.4K -2,357 -0.7%
KAS
17
Kestra Advisory Services
Texas
$10.8M -$137K -3,864 -1%
DWM
18
Destination Wealth Management
California
$10.7M -$254K -7,195 -2%
Truist Financial
19
Truist Financial
North Carolina
$9.9M -$96.3K -2,724 -0.9%
VA
20
Valmark Advisers
Ohio
$9.1M +$1.92M +54,187 +26%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$8.55M +$2.18M +61,570 +33%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$8.39M +$338K +9,560 +4%
Stifel Financial
23
Stifel Financial
Missouri
$7.98M -$8.63M -243,866 -51%
AssetMark Inc
24
AssetMark Inc
California
$7.82M -$57.9K -1,637 -0.7%
BW
25
BIP Wealth
Georgia
$7.7M +$183K +5,172 +2%