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WisdomTree US Total Dividend Fund

205 hedge funds and large institutions have $736M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$233K
Puts
$214K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
151
Cooper Financial Group
California
$235K
Brown Advisory
152
Brown Advisory
Maryland
$233K
CPG
153
Cornerstone Planning Group
New Jersey
$229K
LCAM
154
London & Capital Asset Management
United Kingdom
$227K
BCM
155
Brookstone Capital Management
Illinois
$227K
CFP
156
Curran Financial Partners
South Carolina
$211K
AF
157
Allworth Financial
California
$208K
CSP
158
Cary Street Partners
Virginia
$207K
TP
159
Tranquility Partners
Tennessee
$207K
LI
160
LRI Investments
Florida
$204K
Lazard Asset Management
161
Lazard Asset Management
New York
$204K
UB
162
Umpqua Bank
Oregon
$204K
JSC
163
Jackson Square Capital
California
$202K
AA
164
Armis Advisers
Georgia
$201K
Northern Trust
165
Northern Trust
Illinois
$200K
Comerica Bank
166
Comerica Bank
Texas
$184K
AWM
167
AE Wealth Management
Kansas
$135K
CT
168
Clearstead Trust
Maine
$116K
PAI
169
Pittenger & Anderson Inc
Nebraska
$110K
GRP
170
Global Retirement Partners
California
$110K
WP
171
WealthShield Partners
North Carolina
$93.1K
FHA
172
Flagship Harbor Advisors
Massachusetts
$91.9K
HNB
173
Hilltop National Bank
Wyoming
$83.7K
CFFP
174
Center for Financial Planning
Michigan
$83.4K
FG
175
Fairman Group
Pennsylvania
$78.3K