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WisdomTree US Total Dividend Fund

196 hedge funds and large institutions have $680M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 11 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.07% more ownership

Funds ownership: 49.39%49.46% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

Holders
196
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
$646K
Puts
$129K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
126
Allegheny Financial Group
Pennsylvania
$280K
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$280K
KFA
128
Kapstone Financial Advisors
Ohio
$278K
SAW
129
Signal Advisors Wealth
Michigan
$270K
MPW
130
Magnolia Private Wealth
Pennsylvania
$262K
Stifel Financial
131
Stifel Financial
Missouri
$260K
CA
132
CoreCap Advisors
Michigan
$258K
WMWM
133
Wilkins Miller Wealth Management
Alabama
$248K
EH
134
Equitable Holdings
New York
$244K
SG
135
StoneX Group
New York
$244K
EW
136
Element Wealth
Mississippi
$243K
BPA
137
Beacon Pointe Advisors
California
$239K
EP
138
EPIQ Partners
Minnesota
$239K
GIP
139
Greatmark Investment Partners
Georgia
$239K
JWCA
140
J.W. Cole Advisors
Florida
$234K
Brown Advisory
141
Brown Advisory
Maryland
$234K
MWA
142
Midland Wealth Advisors
Illinois
$233K
PWM
143
Perigon Wealth Management
California
$233K
BTWM
144
Brass Tax Wealth Management
Ohio
$230K
MIM
145
Moseley Investment Management
Florida
$226K
BBW
146
Blue Barn Wealth
Utah
$226K
CF
147
Centaurus Financial
California
$223K
P
148
&Partners
Tennessee
$222K
JSC
149
Jackson Square Capital
California
$220K
CFG
150
Cooper Financial Group
California
$220K