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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 %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$4.23M 53,236 -526 -1%
SPIA
27
Steward Partners Investment Advisory
New York
$3.94M 49,558 +134 +0.3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.93M 49,452 +1,391 +3%
AAS
29
Avantax Advisory Services
Texas
$3.83M 48,196 +2,137 +5%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$3.43M 43,165 +23,525 +120%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.09M 40,524 -33,449 -45%
MFG
32
Merit Financial Group
Georgia
$2.99M 37,650 +2,588 +7%
Goldman Sachs
33
Goldman Sachs
New York
$2.96M 37,275 +29,343 +370%
Creative Planning
34
Creative Planning
Kansas
$2.75M 34,600 -203 -0.6%
AC
35
Avant Capital
Louisiana
$2.57M 32,338 +876 +3%
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$2.51M 31,590 -1,423 -4%
CAC
37
Certified Advisory Corp
Florida
$2.48M 31,214 -407 -1%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$2.4M 30,178 +3,346 +12%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.37M 29,765 +141 +0.5%
LC
40
LCNB Corp
Ohio
$1.94M 24,367 -600 -2%
Mariner
41
Mariner
Kansas
$1.92M 24,101 +3,101 +15%
Citadel Advisors
42
Citadel Advisors
Florida
$1.86M 23,396 -20,728 -47%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.81M 22,415 +5,277 +31%
SCG
44
Sonata Capital Group
Washington
$1.54M 19,399 -560 -3%
VCP
45
Verus Capital Partners
Arizona
$1.52M 19,110 +1,159 +6%
CWM
46
Cherrydale Wealth Management
New Jersey
$1.48M 18,648 +108 +0.6%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.46M 18,399 +5,884 +47%
CCA
48
Clearwater Capital Advisors
Illinois
$1.45M 18,244 – –
SWP
49
Stratos Wealth Partners
Ohio
$1.43M 17,958 +777 +5%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.25M 15,660 -231 -1%
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