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WisdomTree US Total Dividend Fund
DTD

195 hedge funds and large institutions have $722M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $483K | Put options by funds: $325K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $690M → $722M (+$32.2M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

1.22% less ownership

Funds ownership: 50.15% → 48.93% (-1.2%)

2% less funds holding

Funds holding: 198 → 195 (-3)

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
61
Reduced
67
Closed
10
Calls
$483K
Puts
$325K
Net Calls
+$158K
Net Calls Change
-$359K

Top Buyers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$18.8M
2
CPG
Cornerstone Planning Group
New Jersey
+$10.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.46M
4
LPL Financial
LPL Financial
California
+$2.82M
5
Morgan Stanley
Morgan Stanley
New York
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$24.6M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$15.9M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$4.06M
4
Wells Fargo
Wells Fargo
California
-$1.63M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
126
Waverly Advisors
Alabama
$302K – – –
CFD
127
Creative Financial Designs
Indiana
$300K -$99.8K -1,218 -25%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$300K +$214K +2,606 +271%
NA
129
NewEdge Advisors
Louisiana
$299K -$4.34K -53 -1%
AFG
130
Allegheny Financial Group
Pennsylvania
$297K +$1.48K +18 +0.5%
KFA
131
Kapstone Financial Advisors
Ohio
$294K – – –
RFP
132
Root Financial Partners
California
$288K +$281K +3,426 New
VT
133
Vise Technologies
New York
$288K +$281K +3,426 New
Stifel Financial
134
Stifel Financial
Missouri
$282K +$6.31K +77 +2%
CA
135
CoreCap Advisors
Michigan
$272K – – –
MPW
136
Magnolia Private Wealth
Pennsylvania
$268K -$8.93K -109 -3%
EH
137
Equitable Holdings
New York
$258K +$82 +1 +0%
JWCA
138
J.W. Cole Advisors
Florida
$257K +$9.5K +116 +4%
BPA
139
Beacon Pointe Advisors
California
$252K – – –
GIP
140
Greatmark Investment Partners
Georgia
$252K – – –
KA
141
Klingman & Associates
New York
$252K +$246K +3,000 New
WMWM
142
Wilkins Miller Wealth Management
Alabama
$252K -$10.2K -125 -4%
PWM
143
Perigon Wealth Management
California
$246K – – –
BTWM
144
Brass Tax Wealth Management
Ohio
$243K – – –
BBW
145
Blue Barn Wealth
Utah
$240K +$983 +12 +0.4%
MIM
146
Moseley Investment Management
Florida
$239K – – –
EP
147
EPIQ Partners
Minnesota
$235K -$16.4K -200 -7%
CF
148
Centaurus Financial
California
$235K +$82 +1 +0%
CFG
149
Cooper Financial Group
California
$232K – – –
Brown Advisory
150
Brown Advisory
Maryland
$230K -$16.4K -200 -7%
4 5
6
7 8

DTD Hedge Fund Activity: Q3 2025 in Review

195 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2025, worth a combined $722M — up 4.7% from $690M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DTD positions and 10 closed out — a net gain of 1 holder — while 61 added to existing stakes and 67 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $18.8M. The largest seller was Bank of America, cutting an estimated $24.6M.

  • 195 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2025, down from 198 in Q2 2025.
  • Funds reported $722M of WisdomTree US Total Dividend Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 11 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2025 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2025 was Retirement Planning Group (Kansas), an estimated $18.8M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2025 was Bank of America, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2025.