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WisdomTree US Total Dividend Fund

207 hedge funds and large institutions have $737M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

6% more funds holding

Funds holding: 195207 (+12)

9% more call options, than puts

Call options by funds: $233K | Put options by funds: $214K

2% more capital invested

Capital invested by funds: $722M → $737M (+$14.8M)

0.81% more ownership

Funds ownership: 48.93%49.75% (+0.81%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
66
Reduced
57
Closed
11
Calls
$233K
Puts
$214K
Net Calls
+$19K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
26
Vestmark Advisory Solutions
Massachusetts
$5.72M +$360K +4,272 +7%
EF
27
Envision Financial
Wisconsin
$5.56M +$187K +2,220 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.97M -$399K -4,736 -7%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$4.42M
SPIA
30
Steward Partners Investment Advisory
New York
$4.27M +$18.4K +218 +0.4%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$4.16M +$285K +3,389 +7%
MFG
32
Merit Financial Group
Georgia
$3.35M +$171K +2,026 +5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.97M -$60.7K -721 -2%
Creative Planning
34
Creative Planning
Kansas
$2.89M +$37.4K +444 +1%
CAC
35
Certified Advisory Corp
Florida
$2.89M +$62.1K +737 +2%
LC
36
LCNB Corp
Ohio
$2.83M
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$2.8M +$3.54K +42 +0.1%
AC
38
Avant Capital
Louisiana
$2.69M +$15.5K +184 +0.6%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$2.64M +$80.4K +954 +3%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.52M +$11.5K +136 +0.5%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.21M -$1.84M -21,902 -46%
Mariner
42
Mariner
Kansas
$2.11M -$3.29K -39 -0.2%
Goldman Sachs
43
Goldman Sachs
New York
$2.06M -$613K -7,283 -23%
Jane Street
44
Jane Street
New York
$1.87M +$1.86M +22,038 New
AIA
45
AssuredPartners Investment Advisors
Florida
$1.77M +$1.76M +20,865 New
VCP
46
Verus Capital Partners
Arizona
$1.7M +$12.6K +150 +0.8%
SCG
47
Sonata Capital Group
Washington
$1.65M
SWP
48
Stratos Wealth Partners
Ohio
$1.62M +$32.2K +382 +2%
CWM
49
Cherrydale Wealth Management
New Jersey
$1.58M +$8.84K +105 +0.6%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.57M +$119K +1,408 +8%