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WisdomTree US Total Dividend Fund

195 hedge funds and large institutions have $683M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+3
Holders Change %
+1.56%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
62
Reduced
67
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
151
Waverton Investment Management
United Kingdom
$212K
ACM
152
Advisors Capital Management
New Jersey
$210K
RPGK
153
Retirement Planning Group (Kansas)
Kansas
$205K +$205K +2,579 New
PAI
154
Pittenger & Anderson Inc
Nebraska
$203K -$114K -1,435 -36%
AF
155
Allworth Financial
California
$195K +$187K +2,353 +2,284%
LI
156
LRI Investments
Florida
$194K -$795 -10 -0.4%
Comerica Bank
157
Comerica Bank
Texas
$173K -$24.5K -308 -12%
AWM
158
AE Wealth Management
Kansas
$111K +$12K +151 +12%
CT
159
Clearstead Trust
Maine
$109K +$109K +1,369 New
GRP
160
Global Retirement Partners
California
$108K +$108K +1,362 New
SFA
161
Semmax Financial Advisors
North Carolina
$96.8K +$96.8K +1,191 New
WP
162
WealthShield Partners
North Carolina
$89.9K
HNB
163
Hilltop National Bank
Wyoming
$78.4K +$78.4K +986 New
CFFP
164
Center for Financial Planning
Michigan
$78.1K
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$76.5K
ADL
166
Asset Dedication LLC
California
$72.8K +$72.8K +915 New
FG
167
Fairman Group
Pennsylvania
$72.5K +$398 +5 +0.6%
FLFS
168
Family Legacy Financial Solutions
North Carolina
$72.3K +$72.3K +908 New
AA
169
Ancora Advisors
Ohio
$68.7K
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.7K
TF
171
Tompkins Financial
New York
$56.1K -$20.6K -259 -27%
BFPW
172
BOK Financial Private Wealth
Colorado
$55.4K +$21.4K +269 +63%
PA
173
Parallel Advisors
California
$45.3K
MPW
174
MASECO Private Wealth
$43.9K +$43.9K +552 New
AIC
175
Archer Investment Corporation
Indiana
$39.8K