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WisdomTree US Total Dividend Fund

209 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 15 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $737M → $752M (+$14.9M)

0.72% more ownership

Funds ownership: 49.72%50.44% (+0.72%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$2.03M
Net Calls
Net Calls Change

Top Buyers

1 +$7.12M
2 +$6.51M
3 +$5.49M
4
Morgan Stanley
Morgan Stanley
New York
+$4.69M
5
UBS AM
UBS AM
Illinois
+$2.28M

Top Sellers

1 -$12.4M
2 -$3.33M
3 -$2.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.37M
5
Wells Fargo
Wells Fargo
California
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
151
Brown Advisory
Maryland
$237K
LCAM
152
London & Capital Asset Management
United Kingdom
$230K
HI
153
Harbour Investments
Wisconsin
$230K
Bank of New York Mellon
154
Bank of New York Mellon
New York
$222K
LW
155
Livet Wealth
Utah
$220K
AA
156
Armis Advisers
Georgia
$216K
AF
157
Allworth Financial
California
$215K
CFP
158
Curran Financial Partners
South Carolina
$213K
Lazard Asset Management
159
Lazard Asset Management
New York
$207K
UB
160
Umpqua Bank
Oregon
$207K
TP
161
Tranquility Partners
Tennessee
$207K
JSC
162
Jackson Square Capital
California
$206K
CWM
163
Centric Wealth Management
Illinois
$203K
CSP
164
Cary Street Partners
Virginia
$202K
LI
165
LRI Investments
Florida
$202K
PCH
166
PGIM Custom Harvest
New Jersey
$201K
WWM
167
Western Wealth Management
Colorado
$163K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$148K
AWM
169
AE Wealth Management
Kansas
$137K
CT
170
Clearstead Trust
Maine
$118K
CPG
171
Cornerstone Planning Group
New Jersey
$103K
WP
172
WealthShield Partners
North Carolina
$94.7K
PAI
173
Pittenger & Anderson Inc
Nebraska
$92.4K
HNB
174
Hilltop National Bank
Wyoming
$85.2K
CFFP
175
Center for Financial Planning
Michigan
$84.8K