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WisdomTree US Total Dividend Fund

195 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, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+3
Holders Change %
+1.56%
% of All Funds
2.61%
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
67
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Shares
Change %
NS
51
NBC Securities
Alabama
$1.16M -$42.8K -538 -4%
William Blair & Company
52
William Blair & Company
Illinois
$1.12M
MPW
53
MGO Private Wealth
California
$1.12M -$119K -1,498 -10%
HWM
54
HB Wealth Management
Georgia
$1.12M
SG
55
Sharper & Granite
California
$1.1M -$9.26K -115 -0.8%
CPRC
56
Consolidated Portfolio Review Corp
New York
$1.09M +$1.67K +21 +0.2%
AssetMark Inc
57
AssetMark Inc
California
$1.08M +$951K +11,958 +719%
PAG
58
Private Advisor Group
New Jersey
$1.05M +$64.5K +811 +7%
JWA
59
JFS Wealth Advisors
Pennsylvania
$983K -$163K -2,045 -14%
PIAS
60
PCA Investment Advisory Services
Ohio
$979K
PIA
61
Panoramic Investment Advisors
Colorado
$920K +$15K +189 +2%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$906K +$52.5K +660 +6%
IFWM
63
Institute for Wealth Management
Colorado
$894K
Jones Financial Companies
64
Jones Financial Companies
Missouri
$878K +$576K +7,289 +191%
PAS
65
Park Avenue Securities
New York
$863K -$33.6K -422 -4%
KFP
66
KMG Fiduciary Partners
Ohio
$857K +$43.4K +546 +5%
WTC
67
WhitTier Trust Company
Nevada
$851K
AWS
68
Atria Wealth Solutions
New York
$830K -$257K -3,174 -24%
SWM
69
Spire Wealth Management
Virginia
$821K -$165K -2,075 -17%
VA
70
VestGen Advisors
Illinois
$811K -$14.6K -181 -2%
DCA
71
DSG Capital Advisors
Minnesota
$801K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$775K +$1.67K +21 +0.2%
GWP
73
Gateway Wealth Partners
Wisconsin
$741K -$39.8K -500 -5%
RWM
74
Revisor Wealth Management
Ohio
$720K -$37.6K -464 -5%
MLA
75
My Legacy Advisors
Oregon
$717K -$68.5K -846 -9%