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WisdomTree US Total Dividend Fund

191 hedge funds and large institutions have $716M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 10 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

1.27% less ownership

Funds ownership: 49.77%48.5% (-1.3%)

3% less funds holding

Funds holding: 196191 (-5)

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$483K
Puts
$325K
Net Calls
Net Calls Change

Top Buyers

1 +$19.3M
2 +$11.5M
3 +$3.55M
4
LPL Financial
LPL Financial
California
+$2.89M
5
Morgan Stanley
Morgan Stanley
New York
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$299K
AFG
127
Allegheny Financial Group
Pennsylvania
$297K
KFA
128
Kapstone Financial Advisors
Ohio
$294K
VT
129
Vise Technologies
New York
$288K
RFP
130
Root Financial Partners
California
$288K
Stifel Financial
131
Stifel Financial
Missouri
$282K
CA
132
CoreCap Advisors
Michigan
$272K
MPW
133
Magnolia Private Wealth
Pennsylvania
$268K
EH
134
Equitable Holdings
New York
$258K
JWCA
135
J.W. Cole Advisors
Florida
$257K
GIP
136
Greatmark Investment Partners
Georgia
$252K
BPA
137
Beacon Pointe Advisors
California
$252K
KA
138
Klingman & Associates
New York
$252K
WMWM
139
Wilkins Miller Wealth Management
Alabama
$252K
PWM
140
Perigon Wealth Management
California
$246K
BTWM
141
Brass Tax Wealth Management
Ohio
$243K
BBW
142
Blue Barn Wealth
Utah
$240K
MIM
143
Moseley Investment Management
Florida
$239K
EP
144
EPIQ Partners
Minnesota
$235K
CF
145
Centaurus Financial
California
$235K
CFG
146
Cooper Financial Group
California
$232K
Brown Advisory
147
Brown Advisory
Maryland
$230K
WIM
148
Waverton Investment Management
United Kingdom
$224K
CSP
149
Cary Street Partners
Virginia
$205K
TP
150
Tranquility Partners
Tennessee
$205K