DTD icon

WisdomTree US Total Dividend Fund

211 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, 61 reducing their positions, and 14 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 (+$15.2M)

0.74% more ownership

Funds ownership: 49.75%50.49% (+0.74%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
211
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
HNB
176
Hilltop National Bank
Wyoming
$85.2K
CFFP
177
Center for Financial Planning
Michigan
$84.8K
FG
178
Fairman Group
Pennsylvania
$80K
AA
179
Ancora Advisors
Ohio
$74.6K
BIAS
180
Beacon Investment Advisory Services
New Jersey
$70K
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67K
VNT
182
Vanguard National Trust
Pennsylvania
$66.1K
ATPW
183
Ashton Thomas Private Wealth
Arizona
$65.6K
GEA
184
Glen Eagle Advisors
New Jersey
$59K
AssetMark Inc
185
AssetMark Inc
California
$57.8K
PA
186
Parallel Advisors
California
$49.3K
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$45.4K
AIC
188
Archer Investment Corporation
Indiana
$43.2K
FFA
189
Farther Finance Advisors
California
$40.4K
LFG
190
Larson Financial Group
Missouri
$39.6K
TF
191
Tompkins Financial
New York
$39.1K
MPW
192
MASECO Private Wealth
$38K
MCM
193
MAI Capital Management
Ohio
$33.7K
BCWM
194
Bartlett & Co Wealth Management
Ohio
$32.7K
IWP
195
IAG Wealth Partners
Wisconsin
$30.2K
AIP
196
Ameritas Investment Partners
Nebraska
$27.4K
AAP
197
Arax Advisory Partners
Colorado
$17.9K
SC
198
Swan Capital
Florida
$17.5K
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$17.3K
NEWAS
200
N.E.W. Advisory Services
Wisconsin
$15.6K