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WisdomTree US Total Dividend Fund

194 hedge funds and large institutions have $722M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 67 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: 61 | Existing positions reduced: 67

1.22% less ownership

Funds ownership: 50.13%48.91% (-1.2%)

2% less funds holding

Funds holding: 197194 (-3)

Holders
194
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
AF
151
Allworth Financial
California
$206K
CSP
152
Cary Street Partners
Virginia
$205K
TP
153
Tranquility Partners
Tennessee
$205K
LI
154
LRI Investments
Florida
$202K
Lazard Asset Management
155
Lazard Asset Management
New York
$202K
JSC
156
Jackson Square Capital
California
$200K
Comerica Bank
157
Comerica Bank
Texas
$180K
PAI
158
Pittenger & Anderson Inc
Nebraska
$174K
AWM
159
AE Wealth Management
Kansas
$118K
CT
160
Clearstead Trust
Maine
$115K
GRP
161
Global Retirement Partners
California
$115K
WP
162
WealthShield Partners
North Carolina
$92.1K
HNB
163
Hilltop National Bank
Wyoming
$82.8K
CFFP
164
Center for Financial Planning
Michigan
$82.5K
FG
165
Fairman Group
Pennsylvania
$77K
FLFS
166
Family Legacy Financial Solutions
North Carolina
$76.7K
AA
167
Ancora Advisors
Ohio
$72.6K
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
$70.7K
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.2K
AssetMark Inc
170
AssetMark Inc
California
$58.6K
PA
171
Parallel Advisors
California
$47.9K
AIC
172
Archer Investment Corporation
Indiana
$42K
MPW
173
MASECO Private Wealth
$41.5K
BCWM
174
Bartlett & Co Wealth Management
Ohio
$40.1K
FFA
175
Farther Finance Advisors
California
$39.3K