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WisdomTree US Total Dividend Fund

196 hedge funds and large institutions have $680M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 11 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 capital invested

Capital invested by funds: $ → $

0.07% more ownership

Funds ownership: 49.39%49.46% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

Holders
196
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
$646K
Puts
$129K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
151
Waverton Investment Management
United Kingdom
$212K
ACM
152
Advisors Capital Management
New Jersey
$210K
RPGK
153
Retirement Planning Group (Kansas)
Kansas
$205K
PAI
154
Pittenger & Anderson Inc
Nebraska
$203K
AF
155
Allworth Financial
California
$195K
LI
156
LRI Investments
Florida
$194K
Comerica Bank
157
Comerica Bank
Texas
$173K
AWM
158
AE Wealth Management
Kansas
$111K
CT
159
Clearstead Trust
Maine
$109K
GRP
160
Global Retirement Partners
California
$108K
SFA
161
Semmax Financial Advisors
North Carolina
$96.8K
WP
162
WealthShield Partners
North Carolina
$89.9K
HNB
163
Hilltop National Bank
Wyoming
$78.4K
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
FG
167
Fairman Group
Pennsylvania
$72.5K
FLFS
168
Family Legacy Financial Solutions
North Carolina
$72.3K
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
BFPW
172
BOK Financial Private Wealth
Colorado
$55.4K
PA
173
Parallel Advisors
California
$45.3K
MPW
174
MASECO Private Wealth
$43.9K
AIC
175
Archer Investment Corporation
Indiana
$39.8K