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WisdomTree US Total Dividend Fund
DTD

207 hedge funds and large institutions have $737M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

6% more funds holding

Funds holding: 195 → 207 (+12)

9% more call options, than puts

Call options by funds: $233K | Put options by funds: $214K

2% more capital invested

Capital invested by funds: $722M → $737M (+$14.8M)

0.81% more ownership

Funds ownership: 48.93% → 49.75% (+0.81%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
66
Reduced
57
Closed
11
Calls
$233K
Puts
$214K
Net Calls
+$19K
Net Calls Change
-$139K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.43M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.52M
3
LPL Financial
LPL Financial
California
+$3.31M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$3.23M
5
KAS
Kestra Advisory Services
Texas
+$2.49M

Top Sellers

1
CPG
Cornerstone Planning Group
New Jersey
-$10.5M
2
MPW
Melone Private Wealth
Michigan
-$5.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.84M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$308K +$22.9K +272 +8%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$303K – – –
AFG
128
Allegheny Financial Group
Pennsylvania
$302K +$1.69K +20 +0.6%
NA
129
NewEdge Advisors
Louisiana
$301K -$1.85K -22 -0.6%
Truist Financial
130
Truist Financial
North Carolina
$299K -$52K -617 -15%
CFD
131
Creative Financial Designs
Indiana
$299K -$4.38K -52 -1%
KFA
132
Kapstone Financial Advisors
Ohio
$297K – – –
RFP
133
Root Financial Partners
California
$290K -$1.01K -12 -0.4%
VT
134
Vise Technologies
New York
$290K -$1.01K -12 -0.4%
SF
135
Summit Financial
New Jersey
$289K +$287K +3,406 New
G
136
GenTrust
Florida
$281K +$279K +3,316 New
CA
137
CoreCap Advisors
Michigan
$275K – – –
PFA
138
Perryman Financial Advisory
Texas
$272K +$269K +3,199 New
RCAG
139
Rehmann Capital Advisory Group
Michigan
$268K -$42.1K -500 -14%
MPW
140
Magnolia Private Wealth
Pennsylvania
$263K -$7.58K -90 -3%
EH
141
Equitable Holdings
New York
$261K +$84 +1 +0%
JWCA
142
J.W. Cole Advisors
Florida
$259K -$1.18K -14 -0.5%
BPA
143
Beacon Pointe Advisors
California
$255K – – –
GIP
144
Greatmark Investment Partners
Georgia
$255K – – –
KA
145
Klingman & Associates
New York
$255K – – –
WMWM
146
Wilkins Miller Wealth Management
Alabama
$255K – – –
VA
147
VestGen Advisors
Illinois
$251K -$615K -7,300 -71%
PWM
148
Perigon Wealth Management
California
$249K – – –
LW
149
Livet Wealth
Utah
$243K +$241K +2,865 New
HAG
150
HighPoint Advisor Group
Illinois
$242K +$240K +2,852 New
4 5
6
7 8

DTD Hedge Fund Activity: Q4 2025 in Review

207 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2025, worth a combined $737M — up 2.1% from $722M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DTD positions and 11 closed out — a net gain of 14 holders — while 66 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.43M. The largest seller was Cornerstone Planning Group, cutting an estimated $10.5M.

  • 207 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2025, up from 195 in Q3 2025.
  • Funds reported $737M of WisdomTree US Total Dividend Fund stock for Q4 2025, up 2.1% quarter-over-quarter.
  • 25 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2025 and 11 closed out, a net change of +14 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2025 was Morgan Stanley, an estimated $4.43M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2025 was Cornerstone Planning Group, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.