WisdomTree US SmallCap Dividend Fund
325 hedge funds and large institutions have $893M invested in WisdomTree US SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 117 increasing their positions, 111 reducing their positions, and 24 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 111
4% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 24
0.91% less ownership
Funds ownership: 48.24% → 47.33% (-0.91%)
3% less funds holding
Funds holding: 334 → 325 (-9)
12% less capital invested
Capital invested by funds: $1.01B → $893M (-$116M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$4.12M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.97M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.56M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$2.74M |
| 5 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$20.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.71M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.74M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.19M |
DES Hedge Fund Activity: Q1 2025 in Review
325 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q1 2025, worth a combined $893M — down 12% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DES positions and 24 closed out — a net gain of 1 holder — while 117 added to existing stakes and 111 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $4.12M. The largest seller was LPL Financial, cutting an estimated $20.8M.
- 325 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q1 2025, down from 334 in Q4 2024.
- Funds reported $893M of WisdomTree US SmallCap Dividend Fund stock for Q1 2025, down 12% quarter-over-quarter.
- 25 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q1 2025 and 24 closed out, a net change of +1 holder.
- The largest WisdomTree US SmallCap Dividend Fund buyer in Q1 2025 was Jones Financial Companies, an estimated $4.12M added.
- The largest WisdomTree US SmallCap Dividend Fund seller in Q1 2025 was LPL Financial, an estimated $20.8M sold.
Based on aggregated 13F filings for Q1 2025.