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WisdomTree US Total Dividend Fund

191 hedge funds and large institutions have $716M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

1.27% less ownership

Funds ownership: 49.77%48.5% (-1.3%)

3% less funds holding

Funds holding: 196191 (-5)

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$483K
Puts
$325K
Net Calls
Net Calls Change

Top Buyers

1 +$19.3M
2 +$11.5M
3 +$3.55M
4
LPL Financial
LPL Financial
California
+$2.89M
5
Morgan Stanley
Morgan Stanley
New York
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.44M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.4M
KFI
53
Key Financial Inc
Pennsylvania
$1.22M
William Blair & Company
54
William Blair & Company
Illinois
$1.19M
HWM
55
HB Wealth Management
Georgia
$1.17M
CPRC
56
Consolidated Portfolio Review Corp
New York
$1.15M
SG
57
Sharper & Granite
California
$1.12M
JWA
58
JFS Wealth Advisors
Pennsylvania
$1.04M
PIAS
59
PCA Investment Advisory Services
Ohio
$1.03M
MPW
60
MGO Private Wealth
California
$1.02M
PAG
61
Private Advisor Group
New Jersey
$1.02M
PIA
62
Panoramic Investment Advisors
Colorado
$972K
NS
63
NBC Securities
Alabama
$962K
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$957K
IFWM
65
Institute for Wealth Management
Colorado
$944K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$923K
GWP
67
Gateway Wealth Partners
Wisconsin
$921K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$906K
KFP
69
KMG Fiduciary Partners
Ohio
$889K
PAS
70
Park Avenue Securities
New York
$882K
WTC
71
WhitTier Trust Company
Nevada
$882K
VA
72
VestGen Advisors
Illinois
$861K
SWM
73
Spire Wealth Management
Virginia
$837K
BAM
74
Belpointe Asset Management
Nevada
$746K
BP
75
Ballentine Partners
Massachusetts
$726K