DTD icon

WisdomTree US Total Dividend Fund

209 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 15 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $737M → $752M (+$14.9M)

0.72% more ownership

Funds ownership: 49.72%50.44% (+0.72%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$2.03M
Net Calls
Net Calls Change

Top Buyers

1 +$7.12M
2 +$6.51M
3 +$5.49M
4
Morgan Stanley
Morgan Stanley
New York
+$4.69M
5
UBS AM
UBS AM
Illinois
+$2.28M

Top Sellers

1 -$12.4M
2 -$3.33M
3 -$2.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.37M
5
Wells Fargo
Wells Fargo
California
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FG
176
Fairman Group
Pennsylvania
$80K
AA
177
Ancora Advisors
Ohio
$74.6K
BIAS
178
Beacon Investment Advisory Services
New Jersey
$70K
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67K
VNT
180
Vanguard National Trust
Pennsylvania
$66.1K
ATPW
181
Ashton Thomas Private Wealth
Arizona
$65.6K
GEA
182
Glen Eagle Advisors
New Jersey
$59K
AssetMark Inc
183
AssetMark Inc
California
$57.8K
PA
184
Parallel Advisors
California
$49.3K
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$45.4K
AIC
186
Archer Investment Corporation
Indiana
$43.2K
FFA
187
Farther Finance Advisors
California
$40.4K
LFG
188
Larson Financial Group
Missouri
$39.6K
TF
189
Tompkins Financial
New York
$39.1K
MPW
190
MASECO Private Wealth
$38K
MCM
191
MAI Capital Management
Ohio
$33.7K
BCWM
192
Bartlett & Co Wealth Management
Ohio
$32.7K
IWP
193
IAG Wealth Partners
Wisconsin
$30.2K
AIP
194
Ameritas Investment Partners
Nebraska
$27.4K
AAP
195
Arax Advisory Partners
Colorado
$17.9K
SC
196
Swan Capital
Florida
$17.5K
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$17.3K
NEWAS
198
N.E.W. Advisory Services
Wisconsin
$15.6K
ADL
199
Asset Dedication LLC
California
$14.3K
RFG
200
REAP Financial Group
Texas
$12.7K