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WisdomTree US Total Dividend Fund
DTD

194 hedge funds and large institutions have $660M invested in WisdomTree US Total Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 53

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% less funds holding

Funds holding: 197 → 194 (-3)

2.06% less ownership

Funds ownership: 51.82% → 49.76% (-2.1%)

5% less capital invested

Capital invested by funds: $695M → $660M (-$35.2M)

45% less call options, than puts

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

Holders
194
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
2.6%
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
71
Reduced
53
Closed
12
Calls
$370K
Puts
$670K
Net Calls
-$300K
Net Calls Change
-$1.97M

Top Buyers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
+$4.25M
2
BAM
Belpointe Asset Management
Nevada
+$3.48M
3
LPL Financial
LPL Financial
California
+$3.46M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.46M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
-$22.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.73M
4
Morgan Stanley
Morgan Stanley
New York
-$9.12M
5
Bank of America
Bank of America
North Carolina
-$5.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$3.88M +$3.48M +44,869 +816%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3.81M -$9.73M -125,318 -72%
SPIA
28
Steward Partners Investment Advisory
New York
$3.8M +$10.5K +135 +0.3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.77M +$181K +2,337 +5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.7M -$48.5K -625 -1%
AAS
31
Avantax Advisory Services
Texas
$3.54M +$391K +5,034 +12%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$3.43M +$3.46M +44,594 New
Citadel Advisors
33
Citadel Advisors
Florida
$3.4M +$611K +7,864 +22%
Corient Private Wealth
34
Corient Private Wealth
Florida
$2.89M – – –
MFG
35
Merit Financial Group
Georgia
$2.7M +$20K +258 +0.7%
Creative Planning
36
Creative Planning
Kansas
$2.68M -$155K -2,002 -5%
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$2.54M -$16.2K -209 -0.6%
CAC
38
Certified Advisory Corp
Florida
$2.43M -$197K -2,535 -7%
AC
39
Avant Capital
Louisiana
$2.42M +$110K +1,412 +5%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.28M +$8.54K +110 +0.4%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$2.06M -$777 -10 -0%
AIA
42
AssuredPartners Investment Advisors
Florida
$1.93M +$395K +5,081 +25%
LC
43
LCNB Corp
Ohio
$1.92M -$11.6K -150 -0.6%
Mariner
44
Mariner
Kansas
$1.62M +$568K +7,315 +53%
SCG
45
Sonata Capital Group
Washington
$1.54M – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1.51M -$18.4K -237 -1%
ABTD
47
Arvest Bank Trust Division
Oklahoma
$1.48M -$90.5K -1,165 -6%
CWM
48
Cherrydale Wealth Management
New Jersey
$1.43M +$6.52K +84 +0.5%
AI
49
Arvest Investments
Arkansas
$1.42M -$58.3K -751 -4%
CCA
50
Clearwater Capital Advisors
Illinois
$1.4M -$6.29K -81 -0.4%
1
2
3 4 5

DTD Hedge Fund Activity: Q1 2025 in Review

194 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2025, worth a combined $660M — down 5.1% from $695M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DTD positions and 12 closed out — a net gain of 2 holders — while 71 added to existing stakes and 53 trimmed.

The largest buyer was Atria Investments, adding an estimated $4.25M. The largest seller was Essential Planning, cutting an estimated $22.3M.

  • 194 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2025, down from 197 in Q4 2024.
  • Funds reported $660M of WisdomTree US Total Dividend Fund stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 14 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2025 and 12 closed out, a net change of +2 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2025 was Atria Investments, an estimated $4.25M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2025 was Essential Planning, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2025.