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WisdomTree US Total Dividend Fund

192 hedge funds and large institutions have $655M invested in WisdomTree US Total Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.4% less ownership

Funds ownership: 51.79%49.39% (-2.4%)

6% less capital invested

Capital invested by funds: $695M → $655M (-$39.7M)

45% less call options, than puts

Call options by funds: $370K | Put options by funds: $670K

Holders
192
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
$370K
Puts
$670K
Net Calls
Net Calls Change

Top Sellers

1 -$22.1M
2 -$10.3M
3 -$9.64M
4
Morgan Stanley
Morgan Stanley
New York
-$9.04M
5
Bank of America
Bank of America
North Carolina
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
126
EPIQ Partners
Minnesota
$277K
WA
127
Waverly Advisors
Alabama
$276K
KFA
128
Kapstone Financial Advisors
Ohio
$269K
AFG
129
Allegheny Financial Group
Pennsylvania
$269K
RWA
130
Rooted Wealth Advisors
Illinois
$256K
BBW
131
Blue Barn Wealth
Utah
$248K
WMWM
132
Wilkins Miller Wealth Management
Alabama
$240K
P
133
&Partners
Tennessee
$238K
GIP
134
Greatmark Investment Partners
Georgia
$231K
MWA
135
Midland Wealth Advisors
Illinois
$226K
EW
136
Element Wealth
Mississippi
$226K
PWM
137
Perigon Wealth Management
California
$225K
JWCA
138
J.W. Cole Advisors
Florida
$225K
BTWM
139
Brass Tax Wealth Management
Ohio
$223K
WWM
140
Western Wealth Management
Colorado
$222K
SG
141
StoneX Group
New York
$221K
MIM
142
Moseley Investment Management
Florida
$219K
CA
143
CoreCap Advisors
Michigan
$219K
EH
144
Equitable Holdings
New York
$216K
CF
145
Centaurus Financial
California
$215K
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$214K
JSC
147
Jackson Square Capital
California
$213K
CFG
148
Cooper Financial Group
California
$213K
Brown Advisory
149
Brown Advisory
Maryland
$211K
MSAM
150
Moloney Securities Asset Management
Missouri
$210K