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WisdomTree US Total Dividend Fund

207 hedge funds and large institutions have $737M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

6% more funds holding

Funds holding: 195207 (+12)

9% more call options, than puts

Call options by funds: $233K | Put options by funds: $214K

2% more capital invested

Capital invested by funds: $722M → $737M (+$14.8M)

0.81% more ownership

Funds ownership: 48.93%49.75% (+0.81%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
66
Reduced
57
Closed
11
Calls
$233K
Puts
$214K
Net Calls
+$19K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
P
76
&Partners
Tennessee
$764K +$273K +3,241 +56%
BP
77
Ballentine Partners
Massachusetts
$733K
NS
78
NBC Securities
Alabama
$730K -$241K -2,859 -25%
QCM
79
Quantinno Capital Management
New York
$691K +$79.3K +941 +13%
CFG
80
Cornerstone Financial Group
Nebraska
$662K
SC
81
Savant Capital
Illinois
$658K +$12.2K +145 +2%
AC
82
Avestar Capital
New York
$607K -$12.5K -148 -2%
RWM
83
Revisor Wealth Management
Ohio
$606K
AWA
84
Arkadios Wealth Advisors
Georgia
$599K -$3.45K -41 -0.6%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$589K -$4.38K -52 -0.7%
SCTC
86
Sanibel Captiva Trust Company
Florida
$581K
AWA
87
Alta Wealth Advisors
Massachusetts
$580K +$1.09K +13 +0.2%
EWM
88
Evolution Wealth Management
Florida
$561K -$11.2K -133 -2%
WTFG
89
Wood Tarver Financial Group
Idaho
$552K
SS
90
Sunbelt Securities
Texas
$544K +$1.52K +18 +0.3%
GVAG
91
Great Valley Advisor Group
Delaware
$523K -$39.4K -468 -7%
NG
92
Norden Group
Utah
$519K
BI
93
Breachway Investments
Rhode Island
$517K +$513K +6,096 New
Cerity Partners
94
Cerity Partners
New York
$511K -$2.95K -35 -0.6%
FTUS
95
Flow Traders U.S.
New York
$494K +$490K +5,816 New
QP
96
Quartz Partners
New York
$476K +$17.4K +206 +4%
GWM
97
Geneos Wealth Management
Colorado
$467K -$14.7K -175 -3%
MML Investors Services
98
MML Investors Services
Massachusetts
$466K +$76.4K +907 +20%
EW
99
Element Wealth
Mississippi
$439K +$107K +1,273 +33%
IAS
100
Insigneo Advisory Services
Florida
$431K +$427K +5,074 New