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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.4% less ownership

Funds ownership: 51.79%49.39% (-2.4%)

6% less capital invested

Capital invested by funds: $695M → $655M (-$39.7M)

45% less call options, than puts

Call options by funds: $370K | Put options by funds: $670K

Holders
192
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
$370K
Puts
$670K
Net Calls
Net Calls Change

Top Sellers

1 -$22.1M
2 -$10.3M
3 -$9.64M
4
Morgan Stanley
Morgan Stanley
New York
-$9.04M
5
Bank of America
Bank of America
North Carolina
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$25.8K
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
GSWM
180
Golden State Wealth Management
California
$20.2K
AAP
181
Arax Advisory Partners
Colorado
$15.6K
SC
182
Swan Capital
Florida
$15.6K
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$15.4K
NEWAS
184
N.E.W. Advisory Services
Wisconsin
$13.7K
GI
185
GAMMA Investing
California
$12.3K
RFG
186
REAP Financial Group
Texas
$11.3K
Bessemer Group
187
Bessemer Group
New Jersey
$11K
AF
188
Allworth Financial
California
$7.62K
PS
189
Principal Securities
Iowa
$7.36K
SAM
190
Smartleaf Asset Management
Massachusetts
$5.11K
SIS
191
Sound Income Strategies
Florida
$4.62K
DFA
192
DHJJ Financial Advisors
Illinois
$1.08K
IAA
193
Independent Advisor Alliance
North Carolina
EWM
194
Evercore Wealth Management
New York
Jane Street
195
Jane Street
New York
IAS
196
Insigneo Advisory Services
Florida
OC
197
Optima Capital
Oregon
NFG
198
Nations Financial Group
Iowa
BWP
199
Baldwin Wealth Partners
Massachusetts
SAW
200
Signal Advisors Wealth
Michigan