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WisdomTree US Total Dividend Fund

209 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 15 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $737M → $752M (+$14.9M)

0.72% more ownership

Funds ownership: 49.72%50.44% (+0.72%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$2.03M
Net Calls
Net Calls Change

Top Buyers

1 +$7.12M
2 +$6.51M
3 +$5.49M
4
Morgan Stanley
Morgan Stanley
New York
+$4.69M
5
UBS AM
UBS AM
Illinois
+$2.28M

Top Sellers

1 -$12.4M
2 -$3.33M
3 -$2.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.37M
5
Wells Fargo
Wells Fargo
California
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$311K
Truist Financial
127
Truist Financial
North Carolina
$308K
CBU
128
CIBC Bancorp USA
Illinois
$307K
RWA
129
Rooted Wealth Advisors
Illinois
$305K
KFA
130
Kapstone Financial Advisors
Ohio
$302K
VA
131
VestGen Advisors
Illinois
$301K
AFG
132
Allegheny Financial Group
Pennsylvania
$298K
SF
133
Summit Financial
New Jersey
$294K
VT
134
Vise Technologies
New York
$290K
CA
135
CoreCap Advisors
Michigan
$280K
IAS
136
Insigneo Advisory Services
Florida
$280K
PFA
137
Perryman Financial Advisory
Texas
$277K
RFP
138
Root Financial Partners
California
$276K
RCAG
139
Rehmann Capital Advisory Group
Michigan
$272K
JWCA
140
J.W. Cole Advisors
Florida
$264K
KA
141
Klingman & Associates
New York
$259K
GIP
142
Greatmark Investment Partners
Georgia
$259K
BPA
143
Beacon Pointe Advisors
California
$259K
WMWM
144
Wilkins Miller Wealth Management
Alabama
$259K
PWM
145
Perigon Wealth Management
California
$253K
MPW
146
Magnolia Private Wealth
Pennsylvania
$252K
HAG
147
HighPoint Advisor Group
Illinois
$249K
CF
148
Centaurus Financial
California
$239K
MIM
149
Moseley Investment Management
Florida
$237K
BIG
150
Brooklyn Investment Group
New York
$237K