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WisdomTree US Total Dividend Fund

202 hedge funds and large institutions have $733M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

2% more capital invested

Capital invested by funds: $722M → $733M (+$10.9M)

0.55% more ownership

Funds ownership: 48.91%49.46% (+0.55%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$233K
Puts
$214K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$303K
AFG
127
Allegheny Financial Group
Pennsylvania
$302K
NA
128
NewEdge Advisors
Louisiana
$301K
Truist Financial
129
Truist Financial
North Carolina
$299K
CFD
130
Creative Financial Designs
Indiana
$299K
KFA
131
Kapstone Financial Advisors
Ohio
$297K
VT
132
Vise Technologies
New York
$290K
RFP
133
Root Financial Partners
California
$290K
SF
134
Summit Financial
New Jersey
$289K
G
135
GenTrust
Florida
$281K
CA
136
CoreCap Advisors
Michigan
$275K
PFA
137
Perryman Financial Advisory
Texas
$272K
MPW
138
Magnolia Private Wealth
Pennsylvania
$263K
EH
139
Equitable Holdings
New York
$261K
JWCA
140
J.W. Cole Advisors
Florida
$259K
BPA
141
Beacon Pointe Advisors
California
$255K
GIP
142
Greatmark Investment Partners
Georgia
$255K
KA
143
Klingman & Associates
New York
$255K
WMWM
144
Wilkins Miller Wealth Management
Alabama
$255K
VA
145
VestGen Advisors
Illinois
$251K
PWM
146
Perigon Wealth Management
California
$249K
LW
147
Livet Wealth
Utah
$243K
MIM
148
Moseley Investment Management
Florida
$242K
CF
149
Centaurus Financial
California
$235K
CFG
150
Cooper Financial Group
California
$235K