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WisdomTree US Total Dividend Fund

196 hedge funds and large institutions have $680M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 11 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.07% more ownership

Funds ownership: 49.39%49.46% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

Holders
196
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
$646K
Puts
$129K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QP
101
Quartz Partners
New York
$406K
AI
102
Arvest Investments
Arkansas
$399K
GCA
103
Gradient Capital Advisors
California
$392K
RFC
104
Regions Financial Corp
Alabama
$382K
CFD
105
Creative Financial Designs
Indiana
$381K
FLPIM
106
F.L. Putnam Investment Management
Massachusetts
$381K
TFG
107
Team Financial Group
California
$380K
SFA
108
Sequoia Financial Advisors
Ohio
$376K
MML Investors Services
109
MML Investors Services
Massachusetts
$365K
IA
110
IFP Advisors
Florida
$363K
QCM
111
Quantinno Capital Management
New York
$358K
Bank of New York Mellon
112
Bank of New York Mellon
New York
$355K
VPF
113
Vantage Point Financial
Illinois
$347K
AIA
114
AssuredPartners Investment Advisors
Florida
$342K
EP
115
Essential Planning
New Hampshire
$339K
MT
116
Midwest Trust
Kansas
$329K
MFA
117
Mayflower Financial Advisors
Massachusetts
$326K
KCM
118
Kendall Capital Management
Maryland
$324K
OPPS
119
Obsidian Personal Planning Solutions
Maryland
$316K
AA
120
Armis Advisers
Georgia
$299K
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$292K
RWA
122
Rooted Wealth Advisors
Illinois
$292K
RCAG
123
Rehmann Capital Advisory Group
Michigan
$291K
NA
124
NewEdge Advisors
Louisiana
$288K
WA
125
Waverly Advisors
Alabama
$286K