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WisdomTree US Total Dividend Fund

192 hedge funds and large institutions have $655M invested in WisdomTree US Total Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.4% less ownership

Funds ownership: 51.79%49.39% (-2.4%)

6% less capital invested

Capital invested by funds: $695M → $655M (-$39.7M)

45% less call options, than puts

Call options by funds: $370K | Put options by funds: $670K

Holders
192
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
$370K
Puts
$670K
Net Calls
Net Calls Change

Top Sellers

1 -$22.1M
2 -$10.3M
3 -$9.64M
4
Morgan Stanley
Morgan Stanley
New York
-$9.04M
5
Bank of America
Bank of America
North Carolina
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$1.32M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.32M
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.22M
MPW
54
MGO Private Wealth
California
$1.2M
NS
55
NBC Securities
Alabama
$1.16M
JWA
56
JFS Wealth Advisors
Pennsylvania
$1.11M
William Blair & Company
57
William Blair & Company
Illinois
$1.09M
HWM
58
HB Wealth Management
Georgia
$1.08M
SG
59
Sharper & Granite
California
$1.06M
CPRC
60
Consolidated Portfolio Review Corp
New York
$1.05M
AWS
61
Atria Wealth Solutions
New York
$1.03M
Fidelity Investments
62
Fidelity Investments
Massachusetts
$963K
PAG
63
Private Advisor Group
New Jersey
$956K
SWM
64
Spire Wealth Management
Virginia
$954K
GWM
65
Geneos Wealth Management
Colorado
$950K
PIAS
66
PCA Investment Advisory Services
Ohio
$948K
PIA
67
Panoramic Investment Advisors
Colorado
$876K
PAS
68
Park Avenue Securities
New York
$868K
IFWM
69
Institute for Wealth Management
Colorado
$865K
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$826K
WTC
71
WhitTier Trust Company
Nevada
$824K
KFP
72
KMG Fiduciary Partners
Ohio
$788K
VA
73
VestGen Advisors
Illinois
$787K
DCA
74
DSG Capital Advisors
Minnesota
$775K
GWP
75
Gateway Wealth Partners
Wisconsin
$756K