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WisdomTree US Total Dividend Fund

192 hedge funds and large institutions have $655M invested in WisdomTree US Total Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
70
Reduced
53
Closed
12
Calls
$370K
Puts
$670K
Net Calls
-$300K
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
101
Arkadios Wealth Advisors
Georgia
$425K +$425K +5,521 New
SCA
102
Sandy Cove Advisors
Massachusetts
$415K -$38.1K -495 -8%
TFG
103
Team Financial Group
California
$411K -$133K -1,724 -24%
QP
104
Quartz Partners
New York
$407K +$7.93K +103 +2%
WIC
105
Willis Investment Counsel
Georgia
$403K
CFD
106
Creative Financial Designs
Indiana
$400K -$104K -1,348 -21%
IPWA
107
International Private Wealth Advisors
California
$395K +$154 +2 +0%
BPA
108
Beacon Pointe Advisors
California
$387K +$156K +2,033 +68%
GCA
109
Gradient Capital Advisors
California
$380K
VPF
110
Vantage Point Financial
Illinois
$370K -$154 -2 -0%
RFC
111
Regions Financial Corp
Alabama
$369K
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$368K -$4.77K -62 -1%
MML Investors Services
113
MML Investors Services
Massachusetts
$363K -$9.23K -120 -2%
SFA
114
Sequoia Financial Advisors
Ohio
$362K -$20K -260 -5%
IA
115
IFP Advisors
Florida
$351K
AA
116
Armis Advisers
Georgia
$345K -$538K -6,996 -61%
EP
117
Essential Planning
New Hampshire
$333K -$22.1M -287,184 -99%
MFA
118
Mayflower Financial Advisors
Massachusetts
$316K
OPPS
119
Obsidian Personal Planning Solutions
Maryland
$312K +$72.4K +973 +30%
PAI
120
Pittenger & Anderson Inc
Nebraska
$307K
RCAG
121
Rehmann Capital Advisory Group
Michigan
$304K
Jones Financial Companies
122
Jones Financial Companies
Missouri
$291K +$73.8K +967 +34%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$291K +$291K +3,782 New
NA
124
NewEdge Advisors
Louisiana
$283K -$2.62K -34 -0.9%
MPW
125
Magnolia Private Wealth
Pennsylvania
$279K -$32.7K -425 -10%