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WisdomTree US Total Dividend Fund

195 hedge funds and large institutions have $683M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+3
Holders Change %
+1.56%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
62
Reduced
67
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
126
Allegheny Financial Group
Pennsylvania
$280K +$1.59K +20 +0.6%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$280K -$21.2K -266 -7%
KFA
128
Kapstone Financial Advisors
Ohio
$278K
SAW
129
Signal Advisors Wealth
Michigan
$270K +$270K +3,395 New
MPW
130
Magnolia Private Wealth
Pennsylvania
$262K -$26K -327 -9%
Stifel Financial
131
Stifel Financial
Missouri
$260K +$260K +3,275 New
CA
132
CoreCap Advisors
Michigan
$258K +$31.7K +399 +14%
WMWM
133
Wilkins Miller Wealth Management
Alabama
$248K
EH
134
Equitable Holdings
New York
$244K +$21.3K +268 +10%
SG
135
StoneX Group
New York
$244K +$15.4K +194 +7%
EW
136
Element Wealth
Mississippi
$243K +$10.2K +128 +4%
BPA
137
Beacon Pointe Advisors
California
$239K -$162K -2,033 -40%
EP
138
EPIQ Partners
Minnesota
$239K -$47.7K -600 -17%
GIP
139
Greatmark Investment Partners
Georgia
$239K
JWCA
140
J.W. Cole Advisors
Florida
$234K +$1.19K +15 +0.5%
Brown Advisory
141
Brown Advisory
Maryland
$234K +$15.9K +200 +7%
MWA
142
Midland Wealth Advisors
Illinois
$233K
PWM
143
Perigon Wealth Management
California
$233K
BTWM
144
Brass Tax Wealth Management
Ohio
$230K
MIM
145
Moseley Investment Management
Florida
$226K
BBW
146
Blue Barn Wealth
Utah
$226K -$30.8K -387 -12%
CF
147
Centaurus Financial
California
$223K +$159 +2 +0.1%
P
148
&Partners
Tennessee
$222K -$26.6K -334 -11%
JSC
149
Jackson Square Capital
California
$220K
CFG
150
Cooper Financial Group
California
$220K