DTD icon

WisdomTree US Total Dividend Fund

194 hedge funds and large institutions have $722M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 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:

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

1.22% less ownership

Funds ownership: 50.13%48.91% (-1.2%)

2% less funds holding

Funds holding: 197194 (-3)

Holders
194
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
BCM
101
Brookstone Capital Management
Illinois
$422K
GCA
102
Gradient Capital Advisors
California
$414K
RFC
103
Regions Financial Corp
Alabama
$403K
FLPIM
104
F.L. Putnam Investment Management
Massachusetts
$402K
SAW
105
Signal Advisors Wealth
Michigan
$401K
AI
106
Arvest Investments
Arkansas
$398K
SFA
107
Sequoia Financial Advisors
Ohio
$398K
MML Investors Services
108
MML Investors Services
Massachusetts
$385K
IWC
109
Integrated Wealth Concepts
Massachusetts
$383K
TFG
110
Team Financial Group
California
$379K
Bank of New York Mellon
111
Bank of New York Mellon
New York
$369K
VPF
112
Vantage Point Financial
Illinois
$362K
IA
113
IFP Advisors
Florida
$360K
EP
114
Essential Planning
New Hampshire
$358K
Truist Financial
115
Truist Financial
North Carolina
$348K
MT
116
Midwest Trust
Kansas
$347K
MFA
117
Mayflower Financial Advisors
Massachusetts
$345K
KCM
118
Kendall Capital Management
Maryland
$343K
OPPS
119
Obsidian Personal Planning Solutions
Maryland
$332K
EW
120
Element Wealth
Mississippi
$328K
AWA
121
Amplius Wealth Advisors
Pennsylvania
$319K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$308K
RCAG
123
Rehmann Capital Advisory Group
Michigan
$307K
RWA
124
Rooted Wealth Advisors
Illinois
$302K
WA
125
Waverly Advisors
Alabama
$302K