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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
Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
70
Reduced
53
Closed
12
Calls
$370K
Puts
$670K
Net Calls
-$300K
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
EP
126
EPIQ Partners
Minnesota
$277K +$46.2K +600 +20%
WA
127
Waverly Advisors
Alabama
$276K +$7.47K +97 +3%
KFA
128
Kapstone Financial Advisors
Ohio
$269K
AFG
129
Allegheny Financial Group
Pennsylvania
$269K -$4K -52 -1%
RWA
130
Rooted Wealth Advisors
Illinois
$256K +$123K +3,639 +92%
BBW
131
Blue Barn Wealth
Utah
$248K +$1K +13 +0.4%
WMWM
132
Wilkins Miller Wealth Management
Alabama
$240K
P
133
&Partners
Tennessee
$238K +$238K +3,123 New
GIP
134
Greatmark Investment Partners
Georgia
$231K
MWA
135
Midland Wealth Advisors
Illinois
$226K
EW
136
Element Wealth
Mississippi
$226K +$14.3K +186 +7%
PWM
137
Perigon Wealth Management
California
$225K
JWCA
138
J.W. Cole Advisors
Florida
$225K +$15.2K +197 +7%
BTWM
139
Brass Tax Wealth Management
Ohio
$223K
WWM
140
Western Wealth Management
Colorado
$222K +$222K +2,890 New
SG
141
StoneX Group
New York
$221K +$221K +2,873 New
MIM
142
Moseley Investment Management
Florida
$219K
CA
143
CoreCap Advisors
Michigan
$219K +$21.3K +277 +11%
EH
144
Equitable Holdings
New York
$216K -$65.9K -856 -23%
CF
145
Centaurus Financial
California
$215K +$215K +2,800 New
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$214K +$214K +2,783 New
JSC
147
Jackson Square Capital
California
$213K -$16.9K -219 -7%
CFG
148
Cooper Financial Group
California
$213K
Brown Advisory
149
Brown Advisory
Maryland
$211K
MSAM
150
Moloney Securities Asset Management
Missouri
$210K +$6.31K +82 +3%