DTD icon

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.4% less ownership

Funds ownership: 51.79%49.39% (-2.4%)

6% less capital invested

Capital invested by funds: $695M → $655M (-$39.7M)

45% less call options, than puts

Call options by funds: $370K | Put options by funds: $670K

Holders
192
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
$370K
Puts
$670K
Net Calls
Net Calls Change

Top Sellers

1 -$22.1M
2 -$10.3M
3 -$9.64M
4
Morgan Stanley
Morgan Stanley
New York
-$9.04M
5
Bank of America
Bank of America
North Carolina
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Arkadios Wealth Advisors
Georgia
$425K
SCA
102
Sandy Cove Advisors
Massachusetts
$415K
TFG
103
Team Financial Group
California
$411K
QP
104
Quartz Partners
New York
$407K
WIC
105
Willis Investment Counsel
Georgia
$403K
CFD
106
Creative Financial Designs
Indiana
$400K
IPWA
107
International Private Wealth Advisors
California
$395K
BPA
108
Beacon Pointe Advisors
California
$387K
GCA
109
Gradient Capital Advisors
California
$380K
VPF
110
Vantage Point Financial
Illinois
$370K
RFC
111
Regions Financial Corp
Alabama
$369K
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$368K
MML Investors Services
113
MML Investors Services
Massachusetts
$363K
SFA
114
Sequoia Financial Advisors
Ohio
$362K
IA
115
IFP Advisors
Florida
$351K
AA
116
Armis Advisers
Georgia
$345K
EP
117
Essential Planning
New Hampshire
$333K
MFA
118
Mayflower Financial Advisors
Massachusetts
$316K
OPPS
119
Obsidian Personal Planning Solutions
Maryland
$312K
PAI
120
Pittenger & Anderson Inc
Nebraska
$307K
RCAG
121
Rehmann Capital Advisory Group
Michigan
$304K
Jones Financial Companies
122
Jones Financial Companies
Missouri
$291K
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$291K
NA
124
NewEdge Advisors
Louisiana
$283K
MPW
125
Magnolia Private Wealth
Pennsylvania
$279K