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WisdomTree US Total Dividend Fund

191 hedge funds and large institutions have $716M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 10 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

1.27% less ownership

Funds ownership: 49.77%48.5% (-1.3%)

3% less funds holding

Funds holding: 196191 (-5)

Holders
191
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
$483K
Puts
$325K
Net Calls
Net Calls Change

Top Buyers

1 +$19.3M
2 +$11.5M
3 +$3.55M
4
LPL Financial
LPL Financial
California
+$2.89M
5
Morgan Stanley
Morgan Stanley
New York
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
101
Gradient Capital Advisors
California
$414K
RFC
102
Regions Financial Corp
Alabama
$403K
FLPIM
103
F.L. Putnam Investment Management
Massachusetts
$402K
SAW
104
Signal Advisors Wealth
Michigan
$401K
AI
105
Arvest Investments
Arkansas
$398K
SFA
106
Sequoia Financial Advisors
Ohio
$398K
MML Investors Services
107
MML Investors Services
Massachusetts
$385K
IWC
108
Integrated Wealth Concepts
Massachusetts
$383K
TFG
109
Team Financial Group
California
$379K
Bank of New York Mellon
110
Bank of New York Mellon
New York
$369K
VPF
111
Vantage Point Financial
Illinois
$362K
EP
112
Essential Planning
New Hampshire
$358K
Truist Financial
113
Truist Financial
North Carolina
$348K
MT
114
Midwest Trust
Kansas
$347K
MFA
115
Mayflower Financial Advisors
Massachusetts
$345K
KCM
116
Kendall Capital Management
Maryland
$343K
OPPS
117
Obsidian Personal Planning Solutions
Maryland
$332K
EW
118
Element Wealth
Mississippi
$328K
AWA
119
Amplius Wealth Advisors
Pennsylvania
$319K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$308K
RCAG
121
Rehmann Capital Advisory Group
Michigan
$307K
RWA
122
Rooted Wealth Advisors
Illinois
$302K
WA
123
Waverly Advisors
Alabama
$302K
CFD
124
Creative Financial Designs
Indiana
$300K
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$300K