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WisdomTree US Total Dividend Fund
DTD

207 hedge funds and large institutions have $737M invested in WisdomTree US Total Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

6% more funds holding

Funds holding: 195 → 207 (+12)

9% more call options, than puts

Call options by funds: $233K | Put options by funds: $214K

2% more capital invested

Capital invested by funds: $722M → $737M (+$14.8M)

0.81% more ownership

Funds ownership: 48.93% → 49.75% (+0.81%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
66
Reduced
57
Closed
11
Calls
$233K
Puts
$214K
Net Calls
+$19K
Net Calls Change
-$139K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.43M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.52M
3
LPL Financial
LPL Financial
California
+$3.31M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$3.23M
5
KAS
Kestra Advisory Services
Texas
+$2.49M

Top Sellers

1
CPG
Cornerstone Planning Group
New Jersey
-$10.5M
2
MPW
Melone Private Wealth
Michigan
-$5.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.84M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
176
Center for Financial Planning
Michigan
$83.4K – – –
FG
177
Fairman Group
Pennsylvania
$78.3K +$421 +5 +0.5%
AA
178
Ancora Advisors
Ohio
$73.3K – – –
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.9K – – –
GEA
180
Glen Eagle Advisors
New Jersey
$57.9K +$33.8K +401 +143%
AssetMark Inc
181
AssetMark Inc
California
$56.8K -$2.44K -29 -4%
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
$51.9K -$19.5K -231 -27%
PA
183
Parallel Advisors
California
$48.4K +$84 +1 +0.2%
AIC
184
Archer Investment Corporation
Indiana
$42.4K – – –
MPW
185
MASECO Private Wealth
$42.2K +$253 +3 +0.6%
BCWM
186
Bartlett & Co Wealth Management
Ohio
$40.5K – – –
FFA
187
Farther Finance Advisors
California
$39.7K – – –
LFG
188
Larson Financial Group
Missouri
$38.9K – – –
TF
189
Tompkins Financial
New York
$38.5K – – –
Bessemer Group
190
Bessemer Group
New Jersey
$38K +$26.1K +310 +221%
MCM
191
MAI Capital Management
Ohio
$33.1K – – –
IWP
192
IAG Wealth Partners
Wisconsin
$29.7K – – –
AIP
193
Ameritas Investment Partners
Nebraska
$26.8K +$84 +1 +0.3%
AAP
194
Arax Advisory Partners
Colorado
$17.5K +$17.4K +207 New
SC
195
Swan Capital
Florida
$17.2K – – –
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$17K – – –
NEWAS
197
N.E.W. Advisory Services
Wisconsin
$15.3K +$84 +1 +0.6%
ADL
198
Asset Dedication LLC
California
$14K – – –
RFG
199
REAP Financial Group
Texas
$12.5K – – –
CTC
200
Central Trust Company
Missouri
$8.49K +$8.42K +100 New
5 6 7
8
9

DTD Hedge Fund Activity: Q4 2025 in Review

207 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2025, worth a combined $737M — up 2.1% from $722M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DTD positions and 11 closed out — a net gain of 14 holders — while 66 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.43M. The largest seller was Cornerstone Planning Group, cutting an estimated $10.5M.

  • 207 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2025, up from 195 in Q3 2025.
  • Funds reported $737M of WisdomTree US Total Dividend Fund stock for Q4 2025, up 2.1% quarter-over-quarter.
  • 25 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2025 and 11 closed out, a net change of +14 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2025 was Morgan Stanley, an estimated $4.43M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2025 was Cornerstone Planning Group, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.