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WisdomTree US Total Dividend Fund
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Overview Fund Activity

193 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, 66 reducing their positions, and 11 closing their positions.

Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.59%
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
66
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$8.95M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$5.97M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.96M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.43M
5
Raymond James Financial
5
Raymond James Financial
Florida
$18.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355K
2
Morgan Stanley
2
Morgan Stanley
New York
$85.7M
3
BAM
3
Belpointe Asset Management
Nevada
$688K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.09M
5
AIA
5
AssuredPartners Investment Advisors
Florida
$342K
Name Market Value Shares Shares
Change 		Shares
Change %
NS
51
NBC Securities
Alabama
$1.16M 14,534 -538 -4%
William Blair & Company
52
William Blair & Company
Illinois
$1.12M 14,110 – –
MPW
53
MGO Private Wealth
California
$1.12M 14,070 -1,498 -10%
HWM
54
HB Wealth Management
Georgia
$1.12M 14,030 – –
SG
55
Sharper & Granite
California
$1.1M 13,690 -115 -0.8%
CPRC
56
Consolidated Portfolio Review Corp
New York
$1.09M 13,702 +21 +0.2%
AssetMark Inc
57
AssetMark Inc
California
$1.08M 13,622 +11,958 +719%
PAG
58
Private Advisor Group
New Jersey
$1.05M 13,231 +811 +7%
JWA
59
JFS Wealth Advisors
Pennsylvania
$983K 12,363 -2,045 -14%
PIAS
60
PCA Investment Advisory Services
Ohio
$979K 12,316 – –
PIA
61
Panoramic Investment Advisors
Colorado
$920K 11,572 +189 +2%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$906K 11,395 +660 +6%
IFWM
63
Institute for Wealth Management
Colorado
$894K 11,242 – –
Jones Financial Companies
64
Jones Financial Companies
Missouri
$878K 11,110 +7,289 +191%
PAS
65
Park Avenue Securities
New York
$863K 10,852 -422 -4%
KFP
66
KMG Fiduciary Partners
Ohio
$857K 10,783 +546 +5%
WTC
67
WhitTier Trust Company
Nevada
$851K 10,707 – –
AWS
68
Atria Wealth Solutions
New York
$830K 10,255 -3,174 -24%
SWM
69
Spire Wealth Management
Virginia
$821K 10,321 -2,075 -17%
VA
70
VestGen Advisors
Illinois
$811K 10,052 -181 -2%
DCA
71
DSG Capital Advisors
Minnesota
$801K 10,076 – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$775K 9,748 +21 +0.2%
GWP
73
Gateway Wealth Partners
Wisconsin
$741K 9,321 -500 -5%
RWM
74
Revisor Wealth Management
Ohio
$720K 8,887 -464 -5%
MLA
75
My Legacy Advisors
Oregon
$717K 8,855 -846 -9%
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