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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

328 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 41 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 25 closing their positions.

Holders
328
Holders Change
+9
Holders Change %
+2.82%
% 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
41
Increased
108
Reduced
107
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$33.4M
2
Bank of America
2
Bank of America
North Carolina
$76.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$84.4M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$18.5M
5
LKWM
5
Lee-Kelleher Wealth Management
Maryland
$4.58M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$7.98M
2
M&T Bank
2
M&T Bank
New York
$36.7M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
PCG
4
Prosperity Consulting Group
Maryland
$7.22M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84.4M 2,456,682 +213,409 +10%
LPL Financial
2
LPL Financial
California
$76.6M 2,231,066 +35,995 +2%
Bank of America
3
Bank of America
North Carolina
$76.2M 2,218,534 +248,211 +13%
UBS Group
4
UBS Group
Switzerland
$59.2M 1,723,044 +1,535 +0.1%
Creative Planning
5
Creative Planning
Kansas
$50.7M 1,475,993 -16,668 -1%
M&T Bank
6
M&T Bank
New York
$36.7M 1,067,927 -139,614 -12%
Raymond James Financial
7
Raymond James Financial
Florida
$33.4M 971,403 +971,403 New
Wells Fargo
8
Wells Fargo
California
$29.8M 867,157 +14,358 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$29.3M 852,659 -4,937 -0.6%
Ameriprise
10
Ameriprise
Minnesota
$28.4M 827,196 +65,162 +9%
KeyBank National Association
11
KeyBank National Association
Ohio
$23.5M 685,403 +16,434 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$23.5M 685,115 +8,169 +1%
HNB
13
Huntington National Bank
Ohio
– – – –
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$18.5M 538,263 +160,585 +43%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$11.7M 341,099 -13,604 -4%
Corient Private Wealth
16
Corient Private Wealth
Florida
$11.7M 339,244 -2,357 -0.7%
KAS
17
Kestra Advisory Services
Texas
$10.8M 313,805 -3,864 -1%
DWM
18
Destination Wealth Management
California
$10.7M 312,153 -7,195 -2%
Truist Financial
19
Truist Financial
North Carolina
$9.9M 288,259 -2,724 -0.9%
VA
20
Valmark Advisers
Ohio
$9.1M 264,994 +54,187 +26%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$8.55M 248,957 +61,570 +33%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$8.39M 244,318 +9,560 +4%
Stifel Financial
23
Stifel Financial
Missouri
$7.98M 232,463 -243,866 -51%
AssetMark Inc
24
AssetMark Inc
California
$7.82M 227,790 -1,637 -0.7%
BW
25
BIP Wealth
Georgia
$7.7M 224,126 +5,172 +2%
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