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WisdomTree US Total Dividend Fund

192 hedge funds and large institutions have $655M invested in WisdomTree US Total Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
70
Reduced
53
Closed
12
Calls
$370K
Puts
$670K
Net Calls
-$300K
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$25.8K +$154 +2 +0.6%
LC
177
Lindbrook Capital
California
$24.9K
TIM
178
Tortoise Investment Management
New York
$23.1K
GEA
179
Glen Eagle Advisors
New Jersey
$21.5K +$77 +1 +0.4%
GSWM
180
Golden State Wealth Management
California
$20.2K +$3.85K +50 +23%
AAP
181
Arax Advisory Partners
Colorado
$15.6K +$77 +1 +0.5%
SC
182
Swan Capital
Florida
$15.6K +$15.6K +203 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$15.4K
NEWAS
184
N.E.W. Advisory Services
Wisconsin
$13.7K +$13.7K +177 New
GI
185
GAMMA Investing
California
$12.3K +$12.3K +160 New
RFG
186
REAP Financial Group
Texas
$11.3K +$3.23K +42 +40%
Bessemer Group
187
Bessemer Group
New Jersey
$11K
AF
188
Allworth Financial
California
$7.62K -$237K -3,200 -97%
PS
189
Principal Securities
Iowa
$7.36K
SAM
190
Smartleaf Asset Management
Massachusetts
$5.11K +$763 +10 +18%
SIS
191
Sound Income Strategies
Florida
$4.62K
DFA
192
DHJJ Financial Advisors
Illinois
$1.08K
IAA
193
Independent Advisor Alliance
North Carolina
-$4.42M -58,293 Closed
EWM
194
Evercore Wealth Management
New York
-$1.2M -15,781 Closed
Jane Street
195
Jane Street
New York
-$1.07M -14,076 Closed
IAS
196
Insigneo Advisory Services
Florida
-$719K -9,474 Closed
OC
197
Optima Capital
Oregon
-$410K -5,408 Closed
NFG
198
Nations Financial Group
Iowa
-$254K -3,344 Closed
BWP
199
Baldwin Wealth Partners
Massachusetts
-$250K -3,300 Closed
SAW
200
Signal Advisors Wealth
Michigan
-$206K -2,718 Closed