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WisdomTree US Total Dividend Fund

191 hedge funds and large institutions have $716M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 10 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

1.27% less ownership

Funds ownership: 49.77%48.5% (-1.3%)

3% less funds holding

Funds holding: 196191 (-5)

Holders
191
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
$483K
Puts
$325K
Net Calls
Net Calls Change

Top Buyers

1 +$19.3M
2 +$11.5M
3 +$3.55M
4
LPL Financial
LPL Financial
California
+$2.89M
5
Morgan Stanley
Morgan Stanley
New York
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
151
LRI Investments
Florida
$202K
Lazard Asset Management
152
Lazard Asset Management
New York
$202K
JSC
153
Jackson Square Capital
California
$200K
Comerica Bank
154
Comerica Bank
Texas
$180K
PAI
155
Pittenger & Anderson Inc
Nebraska
$174K
AWM
156
AE Wealth Management
Kansas
$118K
CT
157
Clearstead Trust
Maine
$115K
GRP
158
Global Retirement Partners
California
$115K
WP
159
WealthShield Partners
North Carolina
$92.1K
HNB
160
Hilltop National Bank
Wyoming
$82.8K
CFFP
161
Center for Financial Planning
Michigan
$82.5K
FG
162
Fairman Group
Pennsylvania
$77K
FLFS
163
Family Legacy Financial Solutions
North Carolina
$76.7K
AA
164
Ancora Advisors
Ohio
$72.6K
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$70.7K
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.2K
AssetMark Inc
167
AssetMark Inc
California
$58.6K
PA
168
Parallel Advisors
California
$47.9K
AIC
169
Archer Investment Corporation
Indiana
$42K
MPW
170
MASECO Private Wealth
$41.5K
BCWM
171
Bartlett & Co Wealth Management
Ohio
$40.1K
FFA
172
Farther Finance Advisors
California
$39.3K
LFG
173
Larson Financial Group
Missouri
$38.5K
TF
174
Tompkins Financial
New York
$38.1K
MCM
175
MAI Capital Management
Ohio
$32.8K