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WisdomTree US Total Dividend Fund

207 hedge funds and large institutions have $737M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

6% more funds holding

Funds holding: 195207 (+12)

9% more call options, than puts

Call options by funds: $233K | Put options by funds: $214K

2% more capital invested

Capital invested by funds: $722M → $737M (+$14.8M)

0.81% more ownership

Funds ownership: 48.93%49.75% (+0.81%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
66
Reduced
57
Closed
11
Calls
$233K
Puts
$214K
Net Calls
+$19K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
151
Moseley Investment Management
Florida
$242K
CF
152
Centaurus Financial
California
$235K -$2.86K -34 -1%
CFG
153
Cooper Financial Group
California
$235K
Brown Advisory
154
Brown Advisory
Maryland
$233K
CPG
155
Cornerstone Planning Group
New Jersey
$229K -$10.5M -124,742 -98%
LCAM
156
London & Capital Asset Management
United Kingdom
$227K +$225K +2,670 New
BCM
157
Brookstone Capital Management
Illinois
$227K -$198K -2,351 -47%
CFP
158
Curran Financial Partners
South Carolina
$211K +$209K +2,485 New
AF
159
Allworth Financial
California
$208K
CSP
160
Cary Street Partners
Virginia
$207K
TP
161
Tranquility Partners
Tennessee
$207K
LI
162
LRI Investments
Florida
$204K
Lazard Asset Management
163
Lazard Asset Management
New York
$204K
UB
164
Umpqua Bank
Oregon
$204K +$202K +2,400 New
JSC
165
Jackson Square Capital
California
$202K
AA
166
Armis Advisers
Georgia
$201K +$199K +2,359 New
Northern Trust
167
Northern Trust
Illinois
$200K +$199K +2,360 New
Comerica Bank
168
Comerica Bank
Texas
$184K +$1.6K +19 +0.9%
AWM
169
AE Wealth Management
Kansas
$135K +$15.9K +189 +13%
CT
170
Clearstead Trust
Maine
$116K -$168 -2 -0.1%
PAI
171
Pittenger & Anderson Inc
Nebraska
$110K -$65.3K -775 -37%
GRP
172
Global Retirement Partners
California
$110K -$6.23K -74 -5%
WP
173
WealthShield Partners
North Carolina
$93.1K
FHA
174
Flagship Harbor Advisors
Massachusetts
$91.9K +$91.2K +1,083 New
HNB
175
Hilltop National Bank
Wyoming
$83.7K