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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
126
$277K
127
$276K
128
$269K
129
$269K
130
$256K
131
$248K
132
$240K
133
$238K
134
$231K
135
$226K
136
$226K
137
$225K
138
$225K
139
$223K
140
$222K
141
$221K
142
$219K
143
$219K
144
$216K
145
$215K
146
$214K
147
$213K
148
$213K
149
$211K
150
$210K