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WisdomTree US Total Dividend Fund

210 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $2.03M

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

1% more funds holding

Funds holding: 207210 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $737M → $752M (+$15.1M)

0.73% more ownership

Funds ownership: 49.75%50.48% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
210
Holders Change
+3
Holders Change %
+1.45%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
20
Increased
65
Reduced
61
Closed
14
Calls
$16.9M
Puts
$2.03M
Net Calls
+$14.9M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Clearwater Capital Advisors
Illinois
$1.56M
KFI
52
Key Financial Inc
Pennsylvania
$1.46M +$189K +2,155 +15%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.4M -$16.2K -184 -1%
AQR Capital Management
54
AQR Capital Management
Connecticut
$1.39M +$1.42M +16,120 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$1.37M -$203K -2,311 -13%
HWM
56
HB Wealth Management
Georgia
$1.25M +$46.1K +525 +4%
William Blair & Company
57
William Blair & Company
Illinois
$1.22M
SG
58
Sharper & Granite
California
$1.16M +$13.2K +150 +1%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$1.11M +$91.5K +1,042 +9%
P
60
&Partners
Tennessee
$1.08M +$310K +3,530 +39%
PIAS
61
PCA Investment Advisory Services
Ohio
$1.06M
PIA
62
Panoramic Investment Advisors
Colorado
$1.04M +$23.7K +270 +2%
IAA
63
Independent Advisor Alliance
North Carolina
$1.03M +$1.05M +11,914 New
PAG
64
Private Advisor Group
New Jersey
$1.02M -$18.9K -215 -2%
JWA
65
JFS Wealth Advisors
Pennsylvania
$1.01M -$42.6K -485 -4%
Citadel Advisors
66
Citadel Advisors
Florida
$971K +$988K +11,246 New
IFWM
67
Institute for Wealth Management
Colorado
$958K -$34.1K -388 -3%
KFP
68
KMG Fiduciary Partners
Ohio
$955K +$12.5K +142 +1%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$922K -$4.04K -46 -0.4%
WTC
70
WhitTier Trust Company
Nevada
$909K
DCA
71
DSG Capital Advisors
Minnesota
$870K
OC
72
OxenFree Capital
Florida
$864K +$4.13K +47 +0.5%
SWM
73
Spire Wealth Management
Virginia
$856K -$6.85K -78 -0.8%
BAM
74
Belpointe Asset Management
Nevada
$845K +$24.3K +277 +3%
ATS
75
Ashton Thomas Securities
New York
$804K +$818K +9,310 New