WisdomTree US Total Dividend Fund
195 hedge funds and large institutions have $722M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 10 closing their positions.
49% more call options, than puts
Call options by funds: $483K | Put options by funds: $325K
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
5% more capital invested
Capital invested by funds: $690M → $722M (+$32.2M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 67
1.22% less ownership
Funds ownership: 50.15% → 48.93% (-1.2%)
2% less funds holding
Funds holding: 198 → 195 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$18.8M |
| 2 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
+$10.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.46M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.82M |
| 5 |
Morgan Stanley
New York
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24.6M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$15.9M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$4.06M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.63M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.12M |
DTD Hedge Fund Activity: Q3 2025 in Review
195 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2025, worth a combined $722M — up 4.7% from $690M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DTD positions and 10 closed out — a net gain of 1 holder — while 61 added to existing stakes and 67 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $18.8M. The largest seller was Bank of America, cutting an estimated $24.6M.
- 195 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2025, down from 198 in Q2 2025.
- Funds reported $722M of WisdomTree US Total Dividend Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
- 11 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2025 and 10 closed out, a net change of +1 holder.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2025 was Retirement Planning Group (Kansas), an estimated $18.8M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2025 was Bank of America, an estimated $24.6M sold.
Based on aggregated 13F filings for Q3 2025.