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WisdomTree US Total Dividend Fund

192 hedge funds and large institutions have $655M invested in WisdomTree US Total Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
70
Reduced
53
Closed
12
Calls
$370K
Puts
$670K
Net Calls
-$300K
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$749K +$1.54K +20 +0.2%
MLA
77
My Legacy Advisors
Oregon
$747K -$4K -52 -0.5%
RCM
78
RMR Capital Management
California
$736K +$462 +6 +0.1%
KFI
79
Key Financial Inc
Pennsylvania
$726K +$73.5K +955 +11%
RWM
80
Revisor Wealth Management
Ohio
$720K +$99.8K +1,297 +16%
BP
81
Ballentine Partners
Massachusetts
$665K
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$633K -$10.3M -134,459 -94%
KCM
83
Kendall Capital Management
Maryland
$628K -$137K -1,775 -18%
FA
84
Fiducient Advisors
Illinois
$616K +$616K +8,000 New
Goldman Sachs
85
Goldman Sachs
New York
$610K -$172K -2,233 -22%
CFG
86
Cornerstone Financial Group
Nebraska
$599K
BCM
87
Brookstone Capital Management
Illinois
$596K -$67.3K -875 -10%
SC
88
Savant Capital
Illinois
$585K
AC
89
Avestar Capital
New York
$567K
SS
90
Sunbelt Securities
Texas
$565K +$1.46K +19 +0.3%
WTFG
91
Wood Tarver Financial Group
Idaho
$552K -$5.85K -76 -1%
AWA
92
Alta Wealth Advisors
Massachusetts
$541K -$17.5K -227 -3%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$538K
SCTC
94
Sanibel Captiva Trust Company
Florida
$527K
TC
95
TownSquare Capital
Utah
$472K
NG
96
Norden Group
Utah
$471K
GVAG
97
Great Valley Advisor Group
Delaware
$468K
Cerity Partners
98
Cerity Partners
New York
$456K
AWA
99
Amplius Wealth Advisors
Pennsylvania
$430K
IWC
100
Integrated Wealth Concepts
Massachusetts
$426K -$14K -182 -3%