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WisdomTree US Total Dividend Fund
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Overview Fund Activity

195 hedge funds and large institutions have $683M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+3
Holders Change %
+1.56%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
62
Reduced
67
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$8.95M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$5.97M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.96M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.43M
5
Raymond James Financial
5
Raymond James Financial
Florida
$18.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355K
2
Morgan Stanley
2
Morgan Stanley
New York
$85.7M
3
BAM
3
Belpointe Asset Management
Nevada
$688K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.09M
5
AIA
5
AssuredPartners Investment Advisors
Florida
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$37.9K – – –
FFA
177
Farther Finance Advisors
California
$37.2K – – –
LFG
178
Larson Financial Group
Missouri
$36.5K – – –
BA
179
Bristlecone Advisors
Washington
$34.7K – – –
MCM
180
MAI Capital Management
Ohio
$31K – – –
IWP
181
IAG Wealth Partners
Wisconsin
$27.8K – – –
AIP
182
Ameritas Investment Partners
Nebraska
$26.9K +$159 +2 +0.6%
AAS
183
Ameritas Advisory Services
Nebraska
$25.3K +$25.3K +318 New
TIM
184
Tortoise Investment Management
New York
$23.9K – – –
GEA
185
Glen Eagle Advisors
New Jersey
$22.3K +$79 +1 +0.4%
AAP
186
Arax Advisory Partners
Colorado
$16.2K +$80 +1 +0.5%
SC
187
Swan Capital
Florida
$16.1K – – –
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$15.9K – – –
NEWAS
189
N.E.W. Advisory Services
Wisconsin
$14.2K +$80 +1 +0.6%
RFG
190
REAP Financial Group
Texas
$11.7K – – –
Bessemer Group
191
Bessemer Group
New Jersey
$11K – – –
SAM
192
Smartleaf Asset Management
Massachusetts
$6.4K +$1.11K +14 +21%
SIS
193
Sound Income Strategies
Florida
$4.77K – – –
DFA
194
DHJJ Financial Advisors
Illinois
$1.11K – – –
Citigroup
195
Citigroup
New York
$80 +$80 +1 New
ABTD
196
Arvest Bank Trust Division
Oklahoma
– -$1.48M -19,242 Closed
FA
197
Fiducient Advisors
Illinois
– -$616K -8,000 Closed
TC
198
TownSquare Capital
Utah
– -$472K -6,136 Closed
WWM
199
Western Wealth Management
Colorado
– -$222K -2,890 Closed
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
– -$214K -2,783 Closed
5 6 7
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