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WisdomTree US Total Dividend Fund

195 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, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+3
Holders Change %
+1.56%
% of All Funds
2.61%
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
67
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$4.23M -$41.8K -526 -1%
SPIA
27
Steward Partners Investment Advisory
New York
$3.94M +$10.7K +134 +0.3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.93M +$111K +1,391 +3%
AAS
29
Avantax Advisory Services
Texas
$3.83M +$170K +2,137 +5%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$3.43M +$1.87M +23,525 +120%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.09M -$2.55M -33,449 -45%
MFG
32
Merit Financial Group
Georgia
$2.99M +$206K +2,588 +7%
Goldman Sachs
33
Goldman Sachs
New York
$2.96M +$2.33M +29,343 +370%
Creative Planning
34
Creative Planning
Kansas
$2.75M -$16.1K -203 -0.6%
AC
35
Avant Capital
Louisiana
$2.57M +$69.7K +876 +3%
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$2.51M -$113K -1,423 -4%
CAC
37
Certified Advisory Corp
Florida
$2.48M -$32.4K -407 -1%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$2.4M +$266K +3,346 +12%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.37M +$11.2K +141 +0.5%
LC
40
LCNB Corp
Ohio
$1.94M -$47.7K -600 -2%
Mariner
41
Mariner
Kansas
$1.92M +$247K +3,101 +15%
Citadel Advisors
42
Citadel Advisors
Florida
$1.86M -$1.65M -20,728 -47%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.81M +$427K +5,277 +31%
SCG
44
Sonata Capital Group
Washington
$1.54M -$44.5K -560 -3%
VCP
45
Verus Capital Partners
Arizona
$1.52M +$92.2K +1,159 +6%
CWM
46
Cherrydale Wealth Management
New Jersey
$1.48M +$8.59K +108 +0.6%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.46M +$468K +5,884 +47%
CCA
48
Clearwater Capital Advisors
Illinois
$1.45M
SWP
49
Stratos Wealth Partners
Ohio
$1.43M +$61.8K +777 +5%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.25M -$18.4K -231 -1%