DTD icon

WisdomTree US Total Dividend Fund

196 hedge funds and large institutions have $680M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 11 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.07% more ownership

Funds ownership: 49.39%49.46% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

Holders
196
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
$646K
Puts
$129K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
176
Bartlett & Co Wealth Management
Ohio
$37.9K
FFA
177
Farther Finance Advisors
California
$37.2K
LFG
178
Larson Financial Group
Missouri
$36.5K
BA
179
Bristlecone Advisors
Washington
$34.7K
MCM
180
MAI Capital Management
Ohio
$31K
IWP
181
IAG Wealth Partners
Wisconsin
$27.8K
AIP
182
Ameritas Investment Partners
Nebraska
$26.9K
AAS
183
Ameritas Advisory Services
Nebraska
$25.3K
TIM
184
Tortoise Investment Management
New York
$23.9K
GEA
185
Glen Eagle Advisors
New Jersey
$22.3K
SVCP
186
Silicon Valley Capital Partners
California
$19.2K
AAP
187
Arax Advisory Partners
Colorado
$16.2K
SC
188
Swan Capital
Florida
$16.1K
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$15.9K
NEWAS
190
N.E.W. Advisory Services
Wisconsin
$14.2K
RFG
191
REAP Financial Group
Texas
$11.7K
Bessemer Group
192
Bessemer Group
New Jersey
$11K
SAM
193
Smartleaf Asset Management
Massachusetts
$6.4K
SIS
194
Sound Income Strategies
Florida
$4.77K
DFA
195
DHJJ Financial Advisors
Illinois
$1.11K
Citigroup
196
Citigroup
New York
$80
ABTD
197
Arvest Bank Trust Division
Oklahoma
FA
198
Fiducient Advisors
Illinois
TC
199
TownSquare Capital
Utah
WWM
200
Western Wealth Management
Colorado