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WisdomTree US Total Dividend Fund

202 hedge funds and large institutions have $733M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

2% more capital invested

Capital invested by funds: $722M → $733M (+$10.9M)

0.55% more ownership

Funds ownership: 48.91%49.46% (+0.55%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
202
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
Brown Advisory
151
Brown Advisory
Maryland
$233K
CPG
152
Cornerstone Planning Group
New Jersey
$229K
LCAM
153
London & Capital Asset Management
United Kingdom
$227K
BCM
154
Brookstone Capital Management
Illinois
$227K
CFP
155
Curran Financial Partners
South Carolina
$211K
AF
156
Allworth Financial
California
$208K
CSP
157
Cary Street Partners
Virginia
$207K
TP
158
Tranquility Partners
Tennessee
$207K
LI
159
LRI Investments
Florida
$204K
Lazard Asset Management
160
Lazard Asset Management
New York
$204K
UB
161
Umpqua Bank
Oregon
$204K
JSC
162
Jackson Square Capital
California
$202K
Northern Trust
163
Northern Trust
Illinois
$200K
Comerica Bank
164
Comerica Bank
Texas
$184K
AWM
165
AE Wealth Management
Kansas
$135K
CT
166
Clearstead Trust
Maine
$116K
PAI
167
Pittenger & Anderson Inc
Nebraska
$110K
GRP
168
Global Retirement Partners
California
$110K
WP
169
WealthShield Partners
North Carolina
$93.1K
FHA
170
Flagship Harbor Advisors
Massachusetts
$91.9K
HNB
171
Hilltop National Bank
Wyoming
$83.7K
CFFP
172
Center for Financial Planning
Michigan
$83.4K
FG
173
Fairman Group
Pennsylvania
$78.3K
AA
174
Ancora Advisors
Ohio
$73.3K
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.9K