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WisdomTree US Total Dividend Fund

194 hedge funds and large institutions have $722M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 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:

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

1.22% less ownership

Funds ownership: 50.13%48.91% (-1.2%)

2% less funds holding

Funds holding: 197194 (-3)

Holders
194
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
LFG
176
Larson Financial Group
Missouri
$38.5K
TF
177
Tompkins Financial
New York
$38.1K
MCM
178
MAI Capital Management
Ohio
$32.8K
IWP
179
IAG Wealth Partners
Wisconsin
$29.4K
AAS
180
Ameritas Advisory Services
Nebraska
$26.8K
AIP
181
Ameritas Investment Partners
Nebraska
$26.4K
TIM
182
Tortoise Investment Management
New York
$25.2K
GEA
183
Glen Eagle Advisors
New Jersey
$23.6K
SC
184
Swan Capital
Florida
$17.1K
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$16.8K
NEWAS
186
N.E.W. Advisory Services
Wisconsin
$15.1K
ADL
187
Asset Dedication LLC
California
$13.9K
RFG
188
REAP Financial Group
Texas
$12.3K
Bessemer Group
189
Bessemer Group
New Jersey
$12K
ASN
190
Advisory Services Network
Georgia
$5.19K
SIS
191
Sound Income Strategies
Florida
$5.02K
SAM
192
Smartleaf Asset Management
Massachusetts
$4.1K
DFA
193
DHJJ Financial Advisors
Illinois
$1.18K
Citigroup
194
Citigroup
New York
$168
DCA
195
DSG Capital Advisors
Minnesota
AIA
196
AssuredPartners Investment Advisors
Florida
AA
197
Armis Advisers
Georgia
SG
198
StoneX Group
New York
MWA
199
Midland Wealth Advisors
Illinois
ACM
200
Advisors Capital Management
New Jersey