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WisdomTree US Total Dividend Fund
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Overview Fund Activity

193 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, 66 reducing their positions, and 11 closing their positions.

Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.59%
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
66
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$8.95M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$5.97M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.96M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.43M
5
Raymond James Financial
5
Raymond James Financial
Florida
$18.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355K
2
Morgan Stanley
2
Morgan Stanley
New York
$85.7M
3
BAM
3
Belpointe Asset Management
Nevada
$688K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.09M
5
AIA
5
AssuredPartners Investment Advisors
Florida
$342K
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$688K 8,655 -41,712 -83%
BP
77
Ballentine Partners
Massachusetts
$687K 8,640 – –
KFI
78
Key Financial Inc
Pennsylvania
$632K 7,943 -1,491 -16%
CFG
79
Cornerstone Financial Group
Nebraska
$620K 7,800 – –
SC
80
Savant Capital
Illinois
$605K 7,608 – –
GVAG
81
Great Valley Advisor Group
Delaware
$598K 7,513 +1,435 +24%
AC
82
Avestar Capital
New York
$586K 7,366 – –
Baird Financial Group
83
Baird Financial Group
Wisconsin
$556K 6,993 -1 -0%
SS
84
Sunbelt Securities
Texas
$556K 7,327 -19 -0.3%
AWA
85
Alta Wealth Advisors
Massachusetts
$551K 6,927 -104 -1%
EWM
86
Evolution Wealth Management
Florida
$551K 6,924 +6,924 New
SCTC
87
Sanibel Captiva Trust Company
Florida
$545K 6,850 – –
WTFG
88
Wood Tarver Financial Group
Idaho
$520K 6,546 -625 -9%
AWA
89
Arkadios Wealth Advisors
Georgia
$494K 6,213 +692 +13%
RCM
90
RMR Capital Management
California
$491K 6,171 -3,389 -35%
NG
91
Norden Group
Utah
$486K 6,116 – –
Cerity Partners
92
Cerity Partners
New York
$482K 6,059 +135 +2%
GWM
93
Geneos Wealth Management
Colorado
$451K 5,675 -6,675 -54%
BCM
94
Brookstone Capital Management
Illinois
$444K 5,587 -2,153 -28%
AWA
95
Amplius Wealth Advisors
Pennsylvania
$444K 5,586 – –
IWC
96
Integrated Wealth Concepts
Massachusetts
$430K 5,402 -130 -2%
WIC
97
Willis Investment Counsel
Georgia
$417K 5,241 – –
SCA
98
Sandy Cove Advisors
Massachusetts
$411K 5,166 -229 -4%
IPWA
99
International Private Wealth Advisors
California
$410K 5,154 +15 +0.3%
QP
100
Quartz Partners
New York
$406K 5,101 -191 -4%
2 3
4
5 6