WisdomTree US Total Dividend Fund
194 hedge funds and large institutions have $660M invested in WisdomTree US Total Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 12 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 53
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
2% less funds holding
Funds holding: 197 → 194 (-3)
2.06% less ownership
Funds ownership: 51.82% → 49.76% (-2.1%)
5% less capital invested
Capital invested by funds: $695M → $660M (-$35.2M)
45% less call options, than puts
Call options by funds: $370K | Put options by funds: $670K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.25M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$3.48M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.46M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$3.46M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$22.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.4M |
| 3 |
Bank of New York Mellon
New York
|
-$9.73M |
| 4 |
Morgan Stanley
New York
|
-$9.12M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.65M |
DTD Hedge Fund Activity: Q1 2025 in Review
194 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2025, worth a combined $660M — down 5.1% from $695M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DTD positions and 12 closed out — a net gain of 2 holders — while 71 added to existing stakes and 53 trimmed.
The largest buyer was Atria Investments, adding an estimated $4.25M. The largest seller was Essential Planning, cutting an estimated $22.3M.
- 194 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2025, down from 197 in Q4 2024.
- Funds reported $660M of WisdomTree US Total Dividend Fund stock for Q1 2025, down 5.1% quarter-over-quarter.
- 14 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2025 and 12 closed out, a net change of +2 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2025 was Atria Investments, an estimated $4.25M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2025 was Essential Planning, an estimated $22.3M sold.
Based on aggregated 13F filings for Q1 2025.