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WisdomTree US Total Dividend Fund

206 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

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 → $737M (+$14.8M)

0.81% more ownership

Funds ownership: 48.91%49.72% (+0.81%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
206
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
FG
176
Fairman Group
Pennsylvania
$78.3K
AA
177
Ancora Advisors
Ohio
$73.3K
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.9K
GEA
179
Glen Eagle Advisors
New Jersey
$57.9K
AssetMark Inc
180
AssetMark Inc
California
$56.8K
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$51.9K
PA
182
Parallel Advisors
California
$48.4K
AIC
183
Archer Investment Corporation
Indiana
$42.4K
MPW
184
MASECO Private Wealth
$42.2K
BCWM
185
Bartlett & Co Wealth Management
Ohio
$40.5K
FFA
186
Farther Finance Advisors
California
$39.7K
LFG
187
Larson Financial Group
Missouri
$38.9K
TF
188
Tompkins Financial
New York
$38.5K
Bessemer Group
189
Bessemer Group
New Jersey
$38K
MCM
190
MAI Capital Management
Ohio
$33.1K
IWP
191
IAG Wealth Partners
Wisconsin
$29.7K
AIP
192
Ameritas Investment Partners
Nebraska
$26.8K
AAP
193
Arax Advisory Partners
Colorado
$17.5K
SC
194
Swan Capital
Florida
$17.2K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$17K
NEWAS
196
N.E.W. Advisory Services
Wisconsin
$15.3K
ADL
197
Asset Dedication LLC
California
$14K
RFG
198
REAP Financial Group
Texas
$12.5K
CTC
199
Central Trust Company
Missouri
$8.49K
OC
200
Optima Capital
Oregon
$7.8K