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WisdomTree US Total Dividend Fund

207 hedge funds and large institutions have $737M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

6% more funds holding

Funds holding: 195207 (+12)

9% more call options, than puts

Call options by funds: $233K | Put options by funds: $214K

2% more capital invested

Capital invested by funds: $722M → $737M (+$14.8M)

0.81% more ownership

Funds ownership: 48.93%49.75% (+0.81%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
66
Reduced
57
Closed
11
Calls
$233K
Puts
$214K
Net Calls
+$19K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Clearwater Capital Advisors
Illinois
$1.54M
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.5M +$790K +9,383 +113%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$1.48M -$66.5K -790 -4%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.39M -$69.8K -829 -5%
KFI
55
Key Financial Inc
Pennsylvania
$1.25M +$24.3K +289 +2%
William Blair & Company
56
William Blair & Company
Illinois
$1.2M
HWM
57
HB Wealth Management
Georgia
$1.19M
SG
58
Sharper & Granite
California
$1.13M
PIAS
59
PCA Investment Advisory Services
Ohio
$1.05M
JWA
60
JFS Wealth Advisors
Pennsylvania
$1.03M -$20.5K -243 -2%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$1.03M +$106K +1,261 +12%
PAG
62
Private Advisor Group
New Jersey
$1.02M -$2.78K -33 -0.3%
MPW
63
MGO Private Wealth
California
$1.02M -$6.82K -81 -0.7%
PIA
64
Panoramic Investment Advisors
Colorado
$1M +$18.8K +223 +2%
IFWM
65
Institute for Wealth Management
Colorado
$974K +$19.9K +236 +2%
PAS
66
Park Avenue Securities
New York
$974K +$81.7K +970 +9%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$966K -$842 -10 -0.1%
KFP
68
KMG Fiduciary Partners
Ohio
$927K +$27.7K +329 +3%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$910K -$22.2K -263 -2%
GWP
70
Gateway Wealth Partners
Wisconsin
$908K -$22.7K -270 -2%
WTC
71
WhitTier Trust Company
Nevada
$905K
DCA
72
DSG Capital Advisors
Minnesota
$879K +$849K +10,076 New
SWM
73
Spire Wealth Management
Virginia
$848K +$2.53K +30 +0.3%
OC
74
OxenFree Capital
Florida
$816K +$153K +1,816 +23%
BAM
75
Belpointe Asset Management
Nevada
$807K +$53K +629 +7%