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WisdomTree US Total Dividend Fund
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Overview Fund Activity

193 hedge funds and large institutions have $683M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 11 closing their positions.

Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
62
Reduced
66
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$8.95M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$5.97M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.96M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.43M
5
Raymond James Financial
5
Raymond James Financial
Florida
$18.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355K
2
Morgan Stanley
2
Morgan Stanley
New York
$85.7M
3
BAM
3
Belpointe Asset Management
Nevada
$688K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.09M
5
AIA
5
AssuredPartners Investment Advisors
Florida
$342K
Name Market Value Shares Shares
Change 		Shares
Change %
AI
101
Arvest Investments
Arkansas
$399K 5,022 -13,470 -73%
GCA
102
Gradient Capital Advisors
California
$392K 4,934 – –
RFC
103
Regions Financial Corp
Alabama
$382K 4,800 – –
CFD
104
Creative Financial Designs
Indiana
$381K 4,788 -412 -8%
FLPIM
105
F.L. Putnam Investment Management
Massachusetts
$381K 4,787 – –
TFG
106
Team Financial Group
California
$380K 4,781 -566 -11%
SFA
107
Sequoia Financial Advisors
Ohio
$376K 4,724 +13 +0.3%
MML Investors Services
108
MML Investors Services
Massachusetts
$365K 4,592 -126 -3%
IA
109
IFP Advisors
Florida
$363K 4,561 +2 +0%
QCM
110
Quantinno Capital Management
New York
$358K 4,504 +4,504 New
Bank of New York Mellon
111
Bank of New York Mellon
New York
$355K 4,460 -45,012 -91%
VPF
112
Vantage Point Financial
Illinois
$347K 4,367 -445 -9%
AIA
113
AssuredPartners Investment Advisors
Florida
$342K 4,305 -20,769 -83%
EP
114
Essential Planning
New Hampshire
$339K 4,258 -63 -1%
MT
115
Midwest Trust
Kansas
$329K 4,136 +4,136 New
MFA
116
Mayflower Financial Advisors
Massachusetts
$326K 4,105 – –
KCM
117
Kendall Capital Management
Maryland
$324K 4,080 -4,075 -50%
OPPS
118
Obsidian Personal Planning Solutions
Maryland
$316K 3,978 -212 -5%
AA
119
Armis Advisers
Georgia
$299K 3,755 -728 -16%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$292K 3,672 +1,288 +54%
RWA
121
Rooted Wealth Advisors
Illinois
$292K 3,623 -3,962 -52%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$291K 3,654 -300 -8%
NA
123
NewEdge Advisors
Louisiana
$288K 3,616 -59 -2%
WA
124
Waverly Advisors
Alabama
$286K 3,591 – –
AFG
125
Allegheny Financial Group
Pennsylvania
$280K 3,518 +20 +0.6%
3 4
5
6 7