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WisdomTree US Total Dividend Fund

193 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, 67 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:

1.23% less ownership

Funds ownership: 49.77%48.54% (-1.2%)

2% less funds holding

Funds holding: 196193 (-3)

10% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 67

Holders
193
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
TF
176
Tompkins Financial
New York
$38.1K
MCM
177
MAI Capital Management
Ohio
$32.8K
IWP
178
IAG Wealth Partners
Wisconsin
$29.4K
AAS
179
Ameritas Advisory Services
Nebraska
$26.8K
AIP
180
Ameritas Investment Partners
Nebraska
$26.4K
TIM
181
Tortoise Investment Management
New York
$25.2K
GEA
182
Glen Eagle Advisors
New Jersey
$23.6K
SC
183
Swan Capital
Florida
$17.1K
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$16.8K
NEWAS
185
N.E.W. Advisory Services
Wisconsin
$15.1K
ADL
186
Asset Dedication LLC
California
$13.9K
RFG
187
REAP Financial Group
Texas
$12.3K
Bessemer Group
188
Bessemer Group
New Jersey
$12K
ASN
189
Advisory Services Network
Georgia
$5.19K
SIS
190
Sound Income Strategies
Florida
$5.02K
SAM
191
Smartleaf Asset Management
Massachusetts
$4.1K
DFA
192
DHJJ Financial Advisors
Illinois
$1.18K
Citigroup
193
Citigroup
New York
$168
DCA
194
DSG Capital Advisors
Minnesota
AIA
195
AssuredPartners Investment Advisors
Florida
AA
196
Armis Advisers
Georgia
SG
197
StoneX Group
New York
MWA
198
Midland Wealth Advisors
Illinois
ACM
199
Advisors Capital Management
New Jersey
BFPW
200
BOK Financial Private Wealth
Colorado