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WisdomTree US Total Dividend Fund
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Overview Fund Activity

193 hedge funds and large institutions have $683M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 11 closing their positions.

Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
62
Reduced
66
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$8.95M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$5.97M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.96M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.43M
5
Raymond James Financial
5
Raymond James Financial
Florida
$18.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355K
2
Morgan Stanley
2
Morgan Stanley
New York
$85.7M
3
BAM
3
Belpointe Asset Management
Nevada
$688K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.09M
5
AIA
5
AssuredPartners Investment Advisors
Florida
$342K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$154M 1,938,568 +2,862 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$85.7M 1,077,591 -44,175 -4%
LPL Financial
3
LPL Financial
California
$60.8M 764,932 +17,099 +2%
Wells Fargo
4
Wells Fargo
California
$32M 402,280 +16,216 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$28.1M 353,057 -212 -0.1%
6F
6
626 Financial
Michigan
$24.7M 310,011 -2,719 -0.9%
CWM
7
Connecticut Wealth Management
Connecticut
$21.6M 271,221 -5,068 -2%
PFG
8
Pinnacle Financial Group
Illinois
$21.2M 266,814 -2,779 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$18.2M 228,568 +18,094 +9%
HighTower Advisors
10
HighTower Advisors
Illinois
$15.5M 195,342 -1,128 -0.6%
Ameriprise
11
Ameriprise
Minnesota
$11.8M 147,782 -4,268 -3%
KAS
12
Kestra Advisory Services
Texas
$11.5M 144,497 +10,462 +8%
MPW
13
Melone Private Wealth
Michigan
$9.87M 124,971 +2,525 +2%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$8.95M 112,594 +68,000 +152%
VPP
15
Vertex Planning Partners
Illinois
$7.44M 93,503 +120 +0.1%
UBS Group
16
UBS Group
Switzerland
$7.01M 88,127 -896 -1%
FIA
17
Foundations Investment Advisors
Arizona
$6.57M 82,618 +7,433 +10%
FRA
18
FFG Retirement Advisors
Colorado
$6.23M 78,314 -6,414 -8%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$6.11M 76,807 +2,042 +3%
Corient Private Wealth
20
Corient Private Wealth
Florida
$5.97M 75,134 +37,567 +100%
AI
21
Atria Investments
North Carolina
$5.42M 68,135 +3,965 +6%
EF
22
Envision Financial
Wisconsin
$5.18M 65,079 -58 -0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.08M 63,925 +490 +0.8%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.63M 58,188 +9,154 +19%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.46M 56,081 +656 +1%
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