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WisdomTree US Total Dividend Fund

207 hedge funds and large institutions have $737M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

6% more funds holding

Funds holding: 195207 (+12)

9% more call options, than puts

Call options by funds: $233K | Put options by funds: $214K

2% more capital invested

Capital invested by funds: $722M → $737M (+$14.8M)

0.81% more ownership

Funds ownership: 48.93%49.75% (+0.81%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
66
Reduced
57
Closed
11
Calls
$233K
Puts
$214K
Net Calls
+$19K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
101
Willis Investment Counsel
Georgia
$430K -$14.7K -175 -3%
SCA
102
Sandy Cove Advisors
Massachusetts
$420K -$9.86K -117 -2%
AFP
103
ATLas Financial Planning
Georgia
$416K +$413K +4,900 New
GCA
104
Gradient Capital Advisors
California
$409K -$10K -119 -2%
AAG
105
Asset Advisory Group
New Jersey
$408K +$405K +4,812 New
RFC
106
Regions Financial Corp
Alabama
$407K
FLPIM
107
F.L. Putnam Investment Management
Massachusetts
$406K
SFA
108
Sequoia Financial Advisors
Ohio
$403K +$1.09K +13 +0.3%
FNT
109
First Nebraska Trust
Nebraska
$396K
AI
110
Arvest Investments
Arkansas
$389K -$13.3K -158 -3%
TFG
111
Team Financial Group
California
$385K +$2.02K +24 +0.5%
IPWA
112
International Private Wealth Advisors
California
$382K -$54.7K -649 -13%
RCM
113
RMR Capital Management
California
$373K -$150K -1,777 -29%
VPF
114
Vantage Point Financial
Illinois
$373K +$7.5K +89 +2%
IA
115
IFP Advisors
Florida
$363K
MT
116
Midwest Trust
Kansas
$350K -$1.35K -16 -0.4%
MFA
117
Mayflower Financial Advisors
Massachusetts
$348K
IA
118
Insight Advisors
Pennsylvania
$346K +$344K +4,081 New
KCM
119
Kendall Capital Management
Maryland
$346K
WA
120
Waverly Advisors
Alabama
$339K +$34.2K +406 +11%
SAW
121
Signal Advisors Wealth
Michigan
$337K -$67.4K -800 -17%
AWA
122
Amplius Wealth Advisors
Pennsylvania
$323K
EP
123
Essential Planning
New Hampshire
$318K -$43K -510 -12%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$312K
RWA
125
Rooted Wealth Advisors
Illinois
$309K -$9.77K -116 -3%