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WisdomTree US Total Dividend Fund

192 hedge funds and large institutions have $655M invested in WisdomTree US Total Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.4% less ownership

Funds ownership: 51.79%49.39% (-2.4%)

6% less capital invested

Capital invested by funds: $695M → $655M (-$39.7M)

45% less call options, than puts

Call options by funds: $370K | Put options by funds: $670K

Holders
192
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
$370K
Puts
$670K
Net Calls
Net Calls Change

Top Sellers

1 -$22.1M
2 -$10.3M
3 -$9.64M
4
Morgan Stanley
Morgan Stanley
New York
-$9.04M
5
Bank of America
Bank of America
North Carolina
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
151
Waverton Investment Management
United Kingdom
$206K
ACM
152
Advisors Capital Management
New Jersey
$204K
Comerica Bank
153
Comerica Bank
Texas
$191K
LI
154
LRI Investments
Florida
$189K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$183K
AssetMark Inc
156
AssetMark Inc
California
$128K
CA
157
Clearstead Advisors
Ohio
$105K
AWM
158
AE Wealth Management
Kansas
$96.2K
WP
159
WealthShield Partners
North Carolina
$87K
CFFP
160
Center for Financial Planning
Michigan
$75.6K
TF
161
Tompkins Financial
New York
$74.2K
AA
162
Ancora Advisors
Ohio
$66.5K
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$65.8K
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.7K
NP
165
NorthRock Partners
Minnesota
$51.6K
PA
166
Parallel Advisors
California
$43.8K
AIC
167
Archer Investment Corporation
Indiana
$38.5K
FG
168
Fairman Group
Pennsylvania
$36.7K
BCWM
169
Bartlett & Co Wealth Management
Ohio
$36.7K
FFA
170
Farther Finance Advisors
California
$36K
LFG
171
Larson Financial Group
Missouri
$35.3K
BA
172
Bristlecone Advisors
Washington
$33.6K
BFPW
173
BOK Financial Private Wealth
Colorado
$32.9K
MCM
174
MAI Capital Management
Ohio
$30K
IWP
175
IAG Wealth Partners
Wisconsin
$26.9K