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WisdomTree US Total Dividend Fund

205 hedge funds and large institutions have $736M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$233K
Puts
$214K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
26
Vestmark Advisory Solutions
Massachusetts
$5.72M
EF
27
Envision Financial
Wisconsin
$5.56M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.97M
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$4.42M
SPIA
30
Steward Partners Investment Advisory
New York
$4.27M
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$4.16M
MFG
32
Merit Financial Group
Georgia
$3.35M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.97M
Creative Planning
34
Creative Planning
Kansas
$2.89M
CAC
35
Certified Advisory Corp
Florida
$2.89M
LC
36
LCNB Corp
Ohio
$2.83M
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$2.8M
AC
38
Avant Capital
Louisiana
$2.69M
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$2.64M
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.52M
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.21M
Mariner
42
Mariner
Kansas
$2.11M
Goldman Sachs
43
Goldman Sachs
New York
$2.06M
Jane Street
44
Jane Street
New York
$1.87M
AIA
45
AssuredPartners Investment Advisors
Florida
$1.77M
VCP
46
Verus Capital Partners
Arizona
$1.7M
SCG
47
Sonata Capital Group
Washington
$1.65M
SWP
48
Stratos Wealth Partners
Ohio
$1.62M
CWM
49
Cherrydale Wealth Management
New Jersey
$1.58M
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.57M