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WisdomTree US Total Dividend Fund

211 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, 61 reducing their positions, and 14 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 (+$15.2M)

0.74% more ownership

Funds ownership: 49.75%50.49% (+0.74%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
211
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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$317K
CFD
127
Creative Financial Designs
Indiana
$311K
Truist Financial
128
Truist Financial
North Carolina
$308K
CBU
129
CIBC Bancorp USA
Illinois
$307K
RWA
130
Rooted Wealth Advisors
Illinois
$305K
KFA
131
Kapstone Financial Advisors
Ohio
$302K
VA
132
VestGen Advisors
Illinois
$301K
NA
133
NewEdge Advisors
Louisiana
$301K
AFG
134
Allegheny Financial Group
Pennsylvania
$298K
SF
135
Summit Financial
New Jersey
$294K
VT
136
Vise Technologies
New York
$290K
CA
137
CoreCap Advisors
Michigan
$280K
IAS
138
Insigneo Advisory Services
Florida
$280K
PFA
139
Perryman Financial Advisory
Texas
$277K
RFP
140
Root Financial Partners
California
$276K
RCAG
141
Rehmann Capital Advisory Group
Michigan
$272K
JWCA
142
J.W. Cole Advisors
Florida
$264K
KA
143
Klingman & Associates
New York
$259K
GIP
144
Greatmark Investment Partners
Georgia
$259K
BPA
145
Beacon Pointe Advisors
California
$259K
WMWM
146
Wilkins Miller Wealth Management
Alabama
$259K
PWM
147
Perigon Wealth Management
California
$253K
MPW
148
Magnolia Private Wealth
Pennsylvania
$252K
HAG
149
HighPoint Advisor Group
Illinois
$249K
CF
150
Centaurus Financial
California
$239K