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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 %
Morgan Stanley
1
Morgan Stanley
New York
$77.5M -$1.02M -31,834 -1%
Bank of America
2
Bank of America
North Carolina
$60.6M -$10.3M -323,009 -15%
UBS Group
3
UBS Group
Switzerland
$55.4M +$312K +9,763 +0.6%
LPL Financial
4
LPL Financial
California
$51.6M -$19.7M -617,789 -28%
Creative Planning
5
Creative Planning
Kansas
$46.2M -$975K -30,511 -2%
M&T Bank
6
M&T Bank
New York
$34.6M +$429K +13,423 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$30.9M -$169K -5,290 -0.5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$30.6M +$3.38M +105,850 +12%
KeyBank National Association
9
KeyBank National Association
Ohio
$22M +$47.8K +1,497 +0.2%
Wells Fargo
10
Wells Fargo
California
$20.4M -$7.32M -229,157 -26%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$20.1M -$1.79M -56,147 -8%
Ameriprise
12
Ameriprise
Minnesota
$20M -$6.4M -200,365 -24%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$19M +$1.77M +55,477 +10%
HNB
14
Huntington National Bank
Ohio
$17.4M -$19M – –
KAS
15
Kestra Advisory Services
Texas
$13.8M +$3.78M +118,145 +38%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$11.9M +$3.91M +122,564 +49%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11.1M +$166K +5,179 +2%
Corient Private Wealth
18
Corient Private Wealth
Florida
$10.8M +$2.69K +84 +0%
DWM
19
Destination Wealth Management
California
$9.88M -$99.7K -3,119 -1%
VA
20
Valmark Advisers
Ohio
$9.69M +$1.22M +38,142 +14%
Truist Financial
21
Truist Financial
North Carolina
$9.52M +$305K +9,547 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$7.86M +$47K +1,470 +0.6%
BW
23
BIP Wealth
Georgia
$7.82M +$652K +20,410 +9%
Stifel Financial
24
Stifel Financial
Missouri
$7.46M +$33.7K +1,055 +0.5%
AssetMark Inc
25
AssetMark Inc
California
$7.14M -$140K -4,372 -2%
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