DTD icon

WisdomTree US Total Dividend Fund

195 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, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+3
Holders Change %
+1.56%
% of All Funds
2.61%
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
67
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$688K -$3.32M -41,712 -83%
BP
77
Ballentine Partners
Massachusetts
$687K
KFI
78
Key Financial Inc
Pennsylvania
$632K -$119K -1,491 -16%
CFG
79
Cornerstone Financial Group
Nebraska
$620K
SC
80
Savant Capital
Illinois
$605K
GVAG
81
Great Valley Advisor Group
Delaware
$598K +$114K +1,435 +24%
AC
82
Avestar Capital
New York
$586K
Baird Financial Group
83
Baird Financial Group
Wisconsin
$556K -$80 -1 -0%
SS
84
Sunbelt Securities
Texas
$556K -$1.44K -19 -0.3%
AWA
85
Alta Wealth Advisors
Massachusetts
$551K -$8.27K -104 -1%
EWM
86
Evolution Wealth Management
Florida
$551K +$551K +6,924 New
SCTC
87
Sanibel Captiva Trust Company
Florida
$545K
WTFG
88
Wood Tarver Financial Group
Idaho
$520K -$49.6K -625 -9%
AWA
89
Arkadios Wealth Advisors
Georgia
$494K +$55K +692 +13%
RCM
90
RMR Capital Management
California
$491K -$270K -3,389 -35%
NG
91
Norden Group
Utah
$486K
Cerity Partners
92
Cerity Partners
New York
$482K +$10.7K +135 +2%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$457K -$197K -2,472 -30%
GWM
94
Geneos Wealth Management
Colorado
$451K -$531K -6,675 -54%
BCM
95
Brookstone Capital Management
Illinois
$444K -$171K -2,153 -28%
AWA
96
Amplius Wealth Advisors
Pennsylvania
$444K
IWC
97
Integrated Wealth Concepts
Massachusetts
$430K -$10.3K -130 -2%
WIC
98
Willis Investment Counsel
Georgia
$417K
SCA
99
Sandy Cove Advisors
Massachusetts
$411K -$18.2K -229 -4%
IPWA
100
International Private Wealth Advisors
California
$410K +$1.19K +15 +0.3%