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WisdomTree US Total Dividend Fund

209 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 15 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $737M → $752M (+$14.9M)

0.72% more ownership

Funds ownership: 49.72%50.44% (+0.72%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$2.03M
Net Calls
Net Calls Change

Top Buyers

1 +$7.12M
2 +$6.51M
3 +$5.49M
4
Morgan Stanley
Morgan Stanley
New York
+$4.69M
5
UBS AM
UBS AM
Illinois
+$2.28M

Top Sellers

1 -$12.4M
2 -$3.33M
3 -$2.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.37M
5
Wells Fargo
Wells Fargo
California
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$416K
AAG
102
Asset Advisory Group
New Jersey
$416K
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
Stifel Financial
107
Stifel Financial
Missouri
$394K
MWM
108
Mission Wealth Management
California
$391K
IPWA
109
International Private Wealth Advisors
California
$389K
TFG
110
Team Financial Group
California
$387K
WTFG
111
Wood Tarver Financial Group
Idaho
$387K
AI
112
Arvest Investments
Arkansas
$386K
G
113
GenTrust
Florida
$381K
VPF
114
Vantage Point Financial
Illinois
$380K
RCM
115
RMR Capital Management
California
$380K
IA
116
IFP Advisors
Florida
$367K
SAW
117
Signal Advisors Wealth
Michigan
$363K
MFA
118
Mayflower Financial Advisors
Massachusetts
$355K
MT
119
Midwest Trust
Kansas
$353K
KCM
120
Kendall Capital Management
Maryland
$352K
MML Investors Services
121
MML Investors Services
Massachusetts
$343K
WA
122
Waverly Advisors
Alabama
$337K
AWA
123
Amplius Wealth Advisors
Pennsylvania
$328K
EP
124
Essential Planning
New Hampshire
$324K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$317K