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WisdomTree US Total Dividend Fund

210 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $2.03M

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

1% more funds holding

Funds holding: 207210 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $737M → $752M (+$15.1M)

0.73% more ownership

Funds ownership: 49.75%50.48% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
210
Holders Change
+3
Holders Change %
+1.45%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
20
Increased
65
Reduced
61
Closed
14
Calls
$16.9M
Puts
$2.03M
Net Calls
+$14.9M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$416K +$424K +4,822 New
AAG
102
Asset Advisory Group
New Jersey
$416K +$351 +4 +0.1%
GCA
103
Gradient Capital Advisors
California
$416K
RFC
104
Regions Financial Corp
Alabama
$415K
FLPIM
105
F.L. Putnam Investment Management
Massachusetts
$413K
SFA
106
Sequoia Financial Advisors
Ohio
$411K +$879 +10 +0.2%
FNT
107
First Nebraska Trust
Nebraska
$403K
Stifel Financial
108
Stifel Financial
Missouri
$394K +$82.1K +934 +26%
MWM
109
Mission Wealth Management
California
$391K +$398K +4,527 New
IPWA
110
International Private Wealth Advisors
California
$389K +$88 +1 +0%
TFG
111
Team Financial Group
California
$387K -$4.74K -54 -1%
WTFG
112
Wood Tarver Financial Group
Idaho
$387K -$178K -2,022 -31%
AI
113
Arvest Investments
Arkansas
$386K -$9.84K -112 -2%
G
114
GenTrust
Florida
$381K +$96.2K +1,095 +33%
VPF
115
Vantage Point Financial
Illinois
$380K +$88 +1 +0%
RCM
116
RMR Capital Management
California
$380K
IA
117
IFP Advisors
Florida
$367K -$2.64K -30 -0.7%
SAW
118
Signal Advisors Wealth
Michigan
$363K +$20.3K +231 +6%
MFA
119
Mayflower Financial Advisors
Massachusetts
$355K
MT
120
Midwest Trust
Kansas
$353K -$2.81K -32 -0.8%
KCM
121
Kendall Capital Management
Maryland
$352K
MML Investors Services
122
MML Investors Services
Massachusetts
$343K -$134K -1,520 -28%
WA
123
Waverly Advisors
Alabama
$337K -$8.35K -95 -2%
AWA
124
Amplius Wealth Advisors
Pennsylvania
$328K
EP
125
Essential Planning
New Hampshire
$324K +$88 +1 +0%