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WisdomTree US Total Dividend Fund

191 hedge funds and large institutions have $716M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 10 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

1.27% less ownership

Funds ownership: 49.77%48.5% (-1.3%)

3% less funds holding

Funds holding: 196191 (-5)

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$483K
Puts
$325K
Net Calls
Net Calls Change

Top Buyers

1 +$19.3M
2 +$11.5M
3 +$3.55M
4
LPL Financial
LPL Financial
California
+$2.89M
5
Morgan Stanley
Morgan Stanley
New York
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
176
IAG Wealth Partners
Wisconsin
$29.4K
AAS
177
Ameritas Advisory Services
Nebraska
$26.8K
AIP
178
Ameritas Investment Partners
Nebraska
$26.4K
TIM
179
Tortoise Investment Management
New York
$25.2K
GEA
180
Glen Eagle Advisors
New Jersey
$23.6K
SC
181
Swan Capital
Florida
$17.1K
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$16.8K
NEWAS
183
N.E.W. Advisory Services
Wisconsin
$15.1K
ADL
184
Asset Dedication LLC
California
$13.9K
RFG
185
REAP Financial Group
Texas
$12.3K
Bessemer Group
186
Bessemer Group
New Jersey
$12K
ASN
187
Advisory Services Network
Georgia
$5.19K
SIS
188
Sound Income Strategies
Florida
$5.02K
SAM
189
Smartleaf Asset Management
Massachusetts
$4.1K
DFA
190
DHJJ Financial Advisors
Illinois
$1.18K
Citigroup
191
Citigroup
New York
$168
DCA
192
DSG Capital Advisors
Minnesota
AIA
193
AssuredPartners Investment Advisors
Florida
AA
194
Armis Advisers
Georgia
SG
195
StoneX Group
New York
MWA
196
Midland Wealth Advisors
Illinois
ACM
197
Advisors Capital Management
New Jersey
BFPW
198
BOK Financial Private Wealth
Colorado
BA
199
Bristlecone Advisors
Washington
SVCP
200
Silicon Valley Capital Partners
California