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WisdomTree US Total Dividend Fund

210 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $2.03M

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

1% more funds holding

Funds holding: 207210 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $737M → $752M (+$15.1M)

0.73% more ownership

Funds ownership: 49.75%50.48% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
210
Holders Change
+3
Holders Change %
+1.45%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
20
Increased
65
Reduced
61
Closed
14
Calls
$16.9M
Puts
$2.03M
Net Calls
+$14.9M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
76
Ballentine Partners
Massachusetts
$746K
CFG
77
Cornerstone Financial Group
Nebraska
$710K
AWA
78
Arkadios Wealth Advisors
Georgia
$688K +$80.5K +916 +13%
AC
79
Avestar Capital
New York
$675K +$58.1K +661 +9%
SC
80
Savant Capital
Illinois
$670K
NS
81
NBC Securities
Alabama
$663K -$81.3K -925 -11%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$655K -$889K -10,124 -57%
EWM
83
Evolution Wealth Management
Florida
$620K +$49.3K +561 +8%
RWM
84
Revisor Wealth Management
Ohio
$601K
Baird Financial Group
85
Baird Financial Group
Wisconsin
$600K
SCTC
86
Sanibel Captiva Trust Company
Florida
$592K
AWA
87
Alta Wealth Advisors
Massachusetts
$585K -$5.01K -57 -0.8%
Jane Street
88
Jane Street
New York
$568K -$1.36M -15,463 -70%
GVAG
89
Great Valley Advisor Group
Delaware
$565K +$34.4K +392 +6%
SS
90
Sunbelt Securities
Texas
$555K +$1.32K +15 +0.2%
QCM
91
Quantinno Capital Management
New York
$537K -$168K -1,914 -24%
BI
92
Breachway Investments
Rhode Island
$529K +$2.28K +26 +0.4%
NG
93
Norden Group
Utah
$528K
QP
94
Quartz Partners
New York
$523K +$39.7K +452 +8%
Cerity Partners
95
Cerity Partners
New York
$506K -$14.5K -165 -3%
GWM
96
Geneos Wealth Management
Colorado
$492K +$17.6K +200 +4%
EW
97
Element Wealth
Mississippi
$485K +$38.8K +442 +9%
SCA
98
Sandy Cove Advisors
Massachusetts
$429K +$1.84K +21 +0.4%
AFP
99
ATLas Financial Planning
Georgia
$423K
WIC
100
Willis Investment Counsel
Georgia
$422K -$15.4K -175 -3%