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WisdomTree US Total Dividend Fund

196 hedge funds and large institutions have $680M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.07% more ownership

Funds ownership: 49.39%49.46% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$646K
Puts
$129K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$688K
BP
77
Ballentine Partners
Massachusetts
$687K
KFI
78
Key Financial Inc
Pennsylvania
$632K
CFG
79
Cornerstone Financial Group
Nebraska
$620K
SC
80
Savant Capital
Illinois
$605K
GVAG
81
Great Valley Advisor Group
Delaware
$598K
AC
82
Avestar Capital
New York
$586K
Baird Financial Group
83
Baird Financial Group
Wisconsin
$556K
SS
84
Sunbelt Securities
Texas
$556K
AWA
85
Alta Wealth Advisors
Massachusetts
$551K
EWM
86
Evolution Wealth Management
Florida
$551K
SCTC
87
Sanibel Captiva Trust Company
Florida
$545K
WTFG
88
Wood Tarver Financial Group
Idaho
$520K
AWA
89
Arkadios Wealth Advisors
Georgia
$494K
RCM
90
RMR Capital Management
California
$491K
NG
91
Norden Group
Utah
$486K
Cerity Partners
92
Cerity Partners
New York
$482K
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$457K
GWM
94
Geneos Wealth Management
Colorado
$451K
BCM
95
Brookstone Capital Management
Illinois
$444K
AWA
96
Amplius Wealth Advisors
Pennsylvania
$444K
IWC
97
Integrated Wealth Concepts
Massachusetts
$430K
WIC
98
Willis Investment Counsel
Georgia
$417K
SCA
99
Sandy Cove Advisors
Massachusetts
$411K
IPWA
100
International Private Wealth Advisors
California
$410K