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WisdomTree US Total Dividend Fund

191 hedge funds and large institutions have $716M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

1.27% less ownership

Funds ownership: 49.77%48.5% (-1.3%)

3% less funds holding

Funds holding: 196191 (-5)

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$483K
Puts
$325K
Net Calls
Net Calls Change

Top Buyers

1 +$19.3M
2 +$11.5M
3 +$3.55M
4
LPL Financial
LPL Financial
California
+$2.89M
5
Morgan Stanley
Morgan Stanley
New York
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
26
Vestmark Advisory Solutions
Massachusetts
$5.3M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.97M
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$4.37M
SPIA
29
Steward Partners Investment Advisory
New York
$4.21M
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$4.03M
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$3.84M
Citadel Advisors
32
Citadel Advisors
Florida
$3.38M
Corient Private Wealth
33
Corient Private Wealth
Florida
$3.16M
MFG
34
Merit Financial Group
Georgia
$3.14M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3M
Creative Planning
36
Creative Planning
Kansas
$2.83M
LC
37
LCNB Corp
Ohio
$2.8M
CAC
38
Certified Advisory Corp
Florida
$2.8M
CAGAS
39
Capital Advisory Group Advisory Services
Minnesota
$2.77M
Goldman Sachs
40
Goldman Sachs
New York
$2.65M
AC
41
Avant Capital
Louisiana
$2.64M
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$2.54M
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.48M
Mariner
44
Mariner
Kansas
$2.1M
VCP
45
Verus Capital Partners
Arizona
$1.67M
SCG
46
Sonata Capital Group
Washington
$1.63M
SWP
47
Stratos Wealth Partners
Ohio
$1.57M
CWM
48
Cherrydale Wealth Management
New Jersey
$1.56M
Fidelity Investments
49
Fidelity Investments
Massachusetts
$1.53M
CCA
50
Clearwater Capital Advisors
Illinois
$1.52M