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WisdomTree US Total Dividend Fund

202 hedge funds and large institutions have $733M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

2% more capital invested

Capital invested by funds: $722M → $733M (+$10.9M)

0.55% more ownership

Funds ownership: 48.91%49.46% (+0.55%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$233K
Puts
$214K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
101
Willis Investment Counsel
Georgia
$430K
SCA
102
Sandy Cove Advisors
Massachusetts
$420K
AFP
103
ATLas Financial Planning
Georgia
$416K
GCA
104
Gradient Capital Advisors
California
$409K
AAG
105
Asset Advisory Group
New Jersey
$408K
RFC
106
Regions Financial Corp
Alabama
$407K
FLPIM
107
F.L. Putnam Investment Management
Massachusetts
$406K
SFA
108
Sequoia Financial Advisors
Ohio
$403K
AI
109
Arvest Investments
Arkansas
$389K
TFG
110
Team Financial Group
California
$385K
IPWA
111
International Private Wealth Advisors
California
$382K
RCM
112
RMR Capital Management
California
$373K
VPF
113
Vantage Point Financial
Illinois
$373K
IA
114
IFP Advisors
Florida
$363K
MT
115
Midwest Trust
Kansas
$350K
MFA
116
Mayflower Financial Advisors
Massachusetts
$348K
IA
117
Insight Advisors
Pennsylvania
$346K
KCM
118
Kendall Capital Management
Maryland
$346K
WA
119
Waverly Advisors
Alabama
$339K
SAW
120
Signal Advisors Wealth
Michigan
$337K
AWA
121
Amplius Wealth Advisors
Pennsylvania
$323K
EP
122
Essential Planning
New Hampshire
$318K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$312K
RWA
124
Rooted Wealth Advisors
Illinois
$309K
Stifel Financial
125
Stifel Financial
Missouri
$308K