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WisdomTree US Total Dividend Fund
DTD

198 hedge funds and large institutions have $690M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

401% more call options, than puts

Call options by funds: $646K | Put options by funds: $129K

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2% more funds holding

Funds holding: 194 → 198 (+4)

5% more capital invested

Capital invested by funds: $660M → $690M (+$30.2M)

0.4% more ownership

Funds ownership: 49.76% → 50.15% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

Holders
198
Holders Change
+4
Holders Change %
+2.06%
% 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
16
Increased
63
Reduced
66
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K

Top Buyers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
+$5.15M
2
Goldman Sachs
Goldman Sachs
New York
+$2.22M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.78M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.44M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.41M
2
Morgan Stanley
Morgan Stanley
New York
-$3.34M
3
BAM
Belpointe Asset Management
Nevada
-$3.16M
4
AIA
AssuredPartners Investment Advisors
Florida
-$1.57M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.46M +$49.7K +656 +1%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$4.23M -$39.8K -526 -1%
SPIA
28
Steward Partners Investment Advisory
New York
$3.94M +$10.1K +134 +0.3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.93M +$105K +1,391 +3%
AAS
30
Avantax Advisory Services
Texas
$3.83M +$162K +2,137 +5%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$3.43M +$1.78M +23,525 +120%
MFG
32
Merit Financial Group
Georgia
$2.99M +$196K +2,588 +7%
Corient Private Wealth
33
Corient Private Wealth
Florida
$2.99M – – –
Goldman Sachs
34
Goldman Sachs
New York
$2.96M +$2.22M +29,343 +370%
Creative Planning
35
Creative Planning
Kansas
$2.75M -$15.4K -203 -0.6%
AC
36
Avant Capital
Louisiana
$2.57M +$66.3K +876 +3%
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$2.51M -$108K -1,423 -4%
CAC
38
Certified Advisory Corp
Florida
$2.48M -$30.8K -407 -1%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$2.4M +$253K +3,346 +12%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.37M +$10.7K +141 +0.5%
LC
41
LCNB Corp
Ohio
$1.94M -$45.4K -600 -2%
Mariner
42
Mariner
Kansas
$1.92M +$235K +3,101 +15%
Citadel Advisors
43
Citadel Advisors
Florida
$1.86M -$1.57M -20,728 -47%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.81M +$399K +5,277 +31%
SCG
45
Sonata Capital Group
Washington
$1.54M -$42.4K -560 -3%
VCP
46
Verus Capital Partners
Arizona
$1.52M +$87.7K +1,159 +6%
CWM
47
Cherrydale Wealth Management
New Jersey
$1.48M +$8.18K +108 +0.6%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.46M +$445K +5,884 +47%
CCA
49
Clearwater Capital Advisors
Illinois
$1.45M – – –
SWP
50
Stratos Wealth Partners
Ohio
$1.43M +$58.8K +777 +5%
1
2
3 4 5

DTD Hedge Fund Activity: Q2 2025 in Review

198 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2025, worth a combined $690M — up 4.6% from $660M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DTD positions and 11 closed out — a net gain of 5 holders — while 63 added to existing stakes and 66 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $5.15M. The largest seller was Bank of New York Mellon, cutting an estimated $3.41M.

  • 198 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2025, up from 194 in Q1 2025.
  • Funds reported $690M of WisdomTree US Total Dividend Fund stock for Q2 2025, up 4.6% quarter-over-quarter.
  • 16 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2025 and 11 closed out, a net change of +5 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $5.15M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q2 2025 was Bank of New York Mellon, an estimated $3.41M sold.

Based on aggregated 13F filings for Q2 2025.