DTD icon

WisdomTree US Total Dividend Fund

195 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, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+3
Holders Change %
+1.56%
% of All Funds
2.61%
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
67
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Shares
Change %
QP
101
Quartz Partners
New York
$406K -$15.2K -191 -4%
AI
102
Arvest Investments
Arkansas
$399K -$1.07M -13,470 -73%
GCA
103
Gradient Capital Advisors
California
$392K
RFC
104
Regions Financial Corp
Alabama
$382K
CFD
105
Creative Financial Designs
Indiana
$381K -$32.8K -412 -8%
FLPIM
106
F.L. Putnam Investment Management
Massachusetts
$381K
TFG
107
Team Financial Group
California
$380K -$45K -566 -11%
SFA
108
Sequoia Financial Advisors
Ohio
$376K +$1.03K +13 +0.3%
MML Investors Services
109
MML Investors Services
Massachusetts
$365K -$10K -126 -3%
IA
110
IFP Advisors
Florida
$363K +$159 +2 +0%
QCM
111
Quantinno Capital Management
New York
$358K +$358K +4,504 New
Bank of New York Mellon
112
Bank of New York Mellon
New York
$355K -$3.58M -45,012 -91%
VPF
113
Vantage Point Financial
Illinois
$347K -$35.4K -445 -9%
AIA
114
AssuredPartners Investment Advisors
Florida
$342K -$1.65M -20,769 -83%
EP
115
Essential Planning
New Hampshire
$339K -$5.01K -63 -1%
MT
116
Midwest Trust
Kansas
$329K +$329K +4,136 New
MFA
117
Mayflower Financial Advisors
Massachusetts
$326K
KCM
118
Kendall Capital Management
Maryland
$324K -$324K -4,075 -50%
OPPS
119
Obsidian Personal Planning Solutions
Maryland
$316K -$16.9K -212 -5%
AA
120
Armis Advisers
Georgia
$299K -$57.9K -728 -16%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$292K +$102K +1,288 +54%
RWA
122
Rooted Wealth Advisors
Illinois
$292K -$319K -3,962 -52%
RCAG
123
Rehmann Capital Advisory Group
Michigan
$291K -$23.9K -300 -8%
NA
124
NewEdge Advisors
Louisiana
$288K -$4.69K -59 -2%
WA
125
Waverly Advisors
Alabama
$286K