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WisdomTree US Total Dividend Fund

209 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $737M → $752M (+$14.9M)

0.72% more ownership

Funds ownership: 49.72%50.44% (+0.72%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$2.03M
Net Calls
Net Calls Change

Top Buyers

1 +$7.12M
2 +$6.51M
3 +$5.49M
4
Morgan Stanley
Morgan Stanley
New York
+$4.69M
5
UBS AM
UBS AM
Illinois
+$2.28M

Top Sellers

1 -$12.4M
2 -$3.33M
3 -$2.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.37M
5
Wells Fargo
Wells Fargo
California
-$1.7M
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
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.4M
AQR Capital Management
54
AQR Capital Management
Connecticut
$1.39M
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$1.37M
HWM
56
HB Wealth Management
Georgia
$1.25M
William Blair & Company
57
William Blair & Company
Illinois
$1.22M
SG
58
Sharper & Granite
California
$1.16M
Jones Financial Companies
59
Jones Financial Companies
Missouri
$1.11M
P
60
&Partners
Tennessee
$1.08M
PIAS
61
PCA Investment Advisory Services
Ohio
$1.06M
PIA
62
Panoramic Investment Advisors
Colorado
$1.04M
IAA
63
Independent Advisor Alliance
North Carolina
$1.03M
PAG
64
Private Advisor Group
New Jersey
$1.02M
JWA
65
JFS Wealth Advisors
Pennsylvania
$1.01M
Citadel Advisors
66
Citadel Advisors
Florida
$971K
IFWM
67
Institute for Wealth Management
Colorado
$958K
KFP
68
KMG Fiduciary Partners
Ohio
$955K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$922K
WTC
70
WhitTier Trust Company
Nevada
$909K
DCA
71
DSG Capital Advisors
Minnesota
$870K
OC
72
OxenFree Capital
Florida
$864K
SWM
73
Spire Wealth Management
Virginia
$856K
BAM
74
Belpointe Asset Management
Nevada
$845K
ATS
75
Ashton Thomas Securities
New York
$804K