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WisdomTree US Total Dividend Fund

193 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, 67 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:

1.23% less ownership

Funds ownership: 49.77%48.54% (-1.2%)

2% less funds holding

Funds holding: 196193 (-3)

10% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 67

Holders
193
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
IA
112
IFP Advisors
Florida
$360K
EP
113
Essential Planning
New Hampshire
$358K
Truist Financial
114
Truist Financial
North Carolina
$348K
MT
115
Midwest Trust
Kansas
$347K
MFA
116
Mayflower Financial Advisors
Massachusetts
$345K
KCM
117
Kendall Capital Management
Maryland
$343K
OPPS
118
Obsidian Personal Planning Solutions
Maryland
$332K
EW
119
Element Wealth
Mississippi
$328K
AWA
120
Amplius Wealth Advisors
Pennsylvania
$319K
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$308K
RCAG
122
Rehmann Capital Advisory Group
Michigan
$307K
RWA
123
Rooted Wealth Advisors
Illinois
$302K
WA
124
Waverly Advisors
Alabama
$302K
CFD
125
Creative Financial Designs
Indiana
$300K