DTD icon

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
Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
70
Reduced
53
Closed
12
Calls
$370K
Puts
$670K
Net Calls
-$300K
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.81M -$9.64M -125,318 -72%
SPIA
27
Steward Partners Investment Advisory
New York
$3.8M +$10.4K +135 +0.3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.77M +$180K +2,337 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.7M -$48.1K -625 -1%
AAS
30
Avantax Advisory Services
Texas
$3.54M +$387K +5,034 +12%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$3.43M +$3.43M +44,594 New
Citadel Advisors
32
Citadel Advisors
Florida
$3.4M +$605K +7,864 +22%
Corient Private Wealth
33
Corient Private Wealth
Florida
$2.89M
MFG
34
Merit Financial Group
Georgia
$2.7M +$19.9K +258 +0.7%
Creative Planning
35
Creative Planning
Kansas
$2.68M -$154K -2,002 -5%
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$2.54M -$16.1K -209 -0.6%
CAC
37
Certified Advisory Corp
Florida
$2.43M -$195K -2,535 -7%
AC
38
Avant Capital
Louisiana
$2.42M +$109K +1,412 +5%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.28M +$8.47K +110 +0.4%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$2.06M -$769 -10 -0%
AIA
41
AssuredPartners Investment Advisors
Florida
$1.93M +$391K +5,081 +25%
LC
42
LCNB Corp
Ohio
$1.92M -$11.5K -150 -0.6%
Mariner
43
Mariner
Kansas
$1.62M +$563K +7,315 +53%
SCG
44
Sonata Capital Group
Washington
$1.54M
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.51M -$18.2K -237 -1%
ABTD
46
Arvest Bank Trust Division
Oklahoma
$1.48M -$89.6K -1,165 -6%
CWM
47
Cherrydale Wealth Management
New Jersey
$1.43M +$6.46K +84 +0.5%
AI
48
Arvest Investments
Arkansas
$1.42M -$57.8K -751 -4%
CCA
49
Clearwater Capital Advisors
Illinois
$1.4M -$6.23K -81 -0.4%
VCP
50
Verus Capital Partners
Arizona
$1.38M +$13.3K +173 +1%