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WisdomTree US Total Dividend Fund
DTD

198 hedge funds and large institutions have $690M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

401% more call options, than puts

Call options by funds: $646K | Put options by funds: $129K

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2% more funds holding

Funds holding: 194 → 198 (+4)

5% more capital invested

Capital invested by funds: $660M → $690M (+$30.2M)

0.4% more ownership

Funds ownership: 49.76% → 50.15% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

Holders
198
Holders Change
+4
Holders Change %
+2.06%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
63
Reduced
66
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K

Top Buyers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
+$5.15M
2
Goldman Sachs
Goldman Sachs
New York
+$2.22M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.78M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.44M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.41M
2
Morgan Stanley
Morgan Stanley
New York
-$3.34M
3
BAM
Belpointe Asset Management
Nevada
-$3.16M
4
AIA
AssuredPartners Investment Advisors
Florida
-$1.57M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
176
MASECO Private Wealth
$43.9K +$41.8K +552 New
AIC
177
Archer Investment Corporation
Indiana
$39.8K – – –
BCWM
178
Bartlett & Co Wealth Management
Ohio
$37.9K – – –
FFA
179
Farther Finance Advisors
California
$37.2K – – –
LFG
180
Larson Financial Group
Missouri
$36.5K – – –
BA
181
Bristlecone Advisors
Washington
$34.7K – – –
MCM
182
MAI Capital Management
Ohio
$31K – – –
IWP
183
IAG Wealth Partners
Wisconsin
$27.8K – – –
AIP
184
Ameritas Investment Partners
Nebraska
$26.9K +$151 +2 +0.6%
AAS
185
Ameritas Advisory Services
Nebraska
$25.3K +$24.1K +318 New
TIM
186
Tortoise Investment Management
New York
$23.9K – – –
GEA
187
Glen Eagle Advisors
New Jersey
$22.3K +$76 +1 +0.4%
SVCP
188
Silicon Valley Capital Partners
California
$19.2K +$18.3K +242 New
AAP
189
Arax Advisory Partners
Colorado
$16.2K +$76 +1 +0.5%
SC
190
Swan Capital
Florida
$16.1K – – –
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$15.9K – – –
NEWAS
192
N.E.W. Advisory Services
Wisconsin
$14.2K +$76 +1 +0.6%
RFG
193
REAP Financial Group
Texas
$11.7K – – –
Bessemer Group
194
Bessemer Group
New Jersey
$11K – – –
SAM
195
Smartleaf Asset Management
Massachusetts
$6.4K +$1.06K +14 +21%
SIS
196
Sound Income Strategies
Florida
$4.77K – – –
DFA
197
DHJJ Financial Advisors
Illinois
$1.11K – – –
Citigroup
198
Citigroup
New York
$80 +$76 +1 New
ABTD
199
Arvest Bank Trust Division
Oklahoma
– -$1.48M -19,242 Closed
FA
200
Fiducient Advisors
Illinois
– -$616K -8,000 Closed
5 6 7
8
9

DTD Hedge Fund Activity: Q2 2025 in Review

198 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2025, worth a combined $690M — up 4.6% from $660M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DTD positions and 11 closed out — a net gain of 5 holders — while 63 added to existing stakes and 66 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $5.15M. The largest seller was Bank of New York Mellon, cutting an estimated $3.41M.

  • 198 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2025, up from 194 in Q1 2025.
  • Funds reported $690M of WisdomTree US Total Dividend Fund stock for Q2 2025, up 4.6% quarter-over-quarter.
  • 16 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2025 and 11 closed out, a net change of +5 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $5.15M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q2 2025 was Bank of New York Mellon, an estimated $3.41M sold.

Based on aggregated 13F filings for Q2 2025.