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WisdomTree US Total Dividend Fund

202 hedge funds and large institutions have $733M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

2% more capital invested

Capital invested by funds: $722M → $733M (+$10.9M)

0.55% more ownership

Funds ownership: 48.91%49.46% (+0.55%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$233K
Puts
$214K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
176
Glen Eagle Advisors
New Jersey
$57.9K
AssetMark Inc
177
AssetMark Inc
California
$56.8K
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
$51.9K
PA
179
Parallel Advisors
California
$48.4K
AIC
180
Archer Investment Corporation
Indiana
$42.4K
MPW
181
MASECO Private Wealth
$42.2K
BCWM
182
Bartlett & Co Wealth Management
Ohio
$40.5K
FFA
183
Farther Finance Advisors
California
$39.7K
LFG
184
Larson Financial Group
Missouri
$38.9K
TF
185
Tompkins Financial
New York
$38.5K
Bessemer Group
186
Bessemer Group
New Jersey
$38K
MCM
187
MAI Capital Management
Ohio
$33.1K
IWP
188
IAG Wealth Partners
Wisconsin
$29.7K
AIP
189
Ameritas Investment Partners
Nebraska
$26.8K
AAP
190
Arax Advisory Partners
Colorado
$17.5K
SC
191
Swan Capital
Florida
$17.2K
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$17K
NEWAS
193
N.E.W. Advisory Services
Wisconsin
$15.3K
ADL
194
Asset Dedication LLC
California
$14K
RFG
195
REAP Financial Group
Texas
$12.5K
CTC
196
Central Trust Company
Missouri
$8.49K
OC
197
Optima Capital
Oregon
$7.8K
BlackRock
198
BlackRock
New York
$7.13K
SIS
199
Sound Income Strategies
Florida
$5.24K
SAM
200
Smartleaf Asset Management
Massachusetts
$4.19K