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WisdomTree US Total Dividend Fund

192 hedge funds and large institutions have $655M invested in WisdomTree US Total Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.4% less ownership

Funds ownership: 51.79%49.39% (-2.4%)

6% less capital invested

Capital invested by funds: $695M → $655M (-$39.7M)

45% less call options, than puts

Call options by funds: $370K | Put options by funds: $670K

Holders
192
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
$370K
Puts
$670K
Net Calls
Net Calls Change

Top Sellers

1 -$22.1M
2 -$10.3M
3 -$9.64M
4
Morgan Stanley
Morgan Stanley
New York
-$9.04M
5
Bank of America
Bank of America
North Carolina
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.81M
SPIA
27
Steward Partners Investment Advisory
New York
$3.8M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.77M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.7M
AAS
30
Avantax Advisory Services
Texas
$3.54M
VAS
31
Vestmark Advisory Solutions
Massachusetts
$3.43M
Citadel Advisors
32
Citadel Advisors
Florida
$3.4M
Corient Private Wealth
33
Corient Private Wealth
Florida
$2.89M
MFG
34
Merit Financial Group
Georgia
$2.7M
Creative Planning
35
Creative Planning
Kansas
$2.68M
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$2.54M
CAC
37
Certified Advisory Corp
Florida
$2.43M
AC
38
Avant Capital
Louisiana
$2.42M
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.28M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$2.06M
AIA
41
AssuredPartners Investment Advisors
Florida
$1.93M
LC
42
LCNB Corp
Ohio
$1.92M
Mariner
43
Mariner
Kansas
$1.62M
SCG
44
Sonata Capital Group
Washington
$1.54M
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.51M
ABTD
46
Arvest Bank Trust Division
Oklahoma
$1.48M
CWM
47
Cherrydale Wealth Management
New Jersey
$1.43M
AI
48
Arvest Investments
Arkansas
$1.42M
CCA
49
Clearwater Capital Advisors
Illinois
$1.4M
VCP
50
Verus Capital Partners
Arizona
$1.38M