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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
Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
70
Reduced
53
Closed
12
Calls
$370K
Puts
$670K
Net Calls
-$300K
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$1.32M +$15.5K +202 +1%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$23K +299 +2%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.22M -$48.1K -625 -4%
MPW
54
MGO Private Wealth
California
$1.2M -$197K -2,559 -14%
NS
55
NBC Securities
Alabama
$1.16M +$1.16M +15,056 +94,100%
JWA
56
JFS Wealth Advisors
Pennsylvania
$1.11M +$539 +7 +0%
William Blair & Company
57
William Blair & Company
Illinois
$1.09M -$116K -1,510 -10%
HWM
58
HB Wealth Management
Georgia
$1.08M +$88.5K +1,150 +9%
SG
59
Sharper & Granite
California
$1.06M -$11.9K -155 -1%
CPRC
60
Consolidated Portfolio Review Corp
New York
$1.05M +$1.23K +16 +0.1%
AWS
61
Atria Wealth Solutions
New York
$1.03M +$37.2K +484 +4%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$963K -$159K -2,065 -14%
PAG
63
Private Advisor Group
New Jersey
$956K -$44.2K -575 -4%
SWM
64
Spire Wealth Management
Virginia
$954K +$1.92K +25 +0.2%
GWM
65
Geneos Wealth Management
Colorado
$950K +$644K +8,375 +211%
PIAS
66
PCA Investment Advisory Services
Ohio
$948K
PIA
67
Panoramic Investment Advisors
Colorado
$876K +$8.23K +107 +0.9%
PAS
68
Park Avenue Securities
New York
$868K -$8.39K -109 -1%
IFWM
69
Institute for Wealth Management
Colorado
$865K
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$826K -$47K -611 -5%
WTC
71
WhitTier Trust Company
Nevada
$824K
KFP
72
KMG Fiduciary Partners
Ohio
$788K +$4.77K +62 +0.6%
VA
73
VestGen Advisors
Illinois
$787K +$787K +10,233 New
DCA
74
DSG Capital Advisors
Minnesota
$775K
GWP
75
Gateway Wealth Partners
Wisconsin
$756K +$4.93K +64 +0.7%