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WisdomTree US Total Dividend Fund

210 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $2.03M

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

1% more funds holding

Funds holding: 207210 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $737M → $752M (+$15.1M)

0.73% more ownership

Funds ownership: 49.75%50.48% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
210
Holders Change
+3
Holders Change %
+1.45%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
20
Increased
65
Reduced
61
Closed
14
Calls
$16.9M
Puts
$2.03M
Net Calls
+$14.9M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
176
Center for Financial Planning
Michigan
$84.8K
FG
177
Fairman Group
Pennsylvania
$80K +$351 +4 +0.4%
AA
178
Ancora Advisors
Ohio
$74.6K
BIAS
179
Beacon Investment Advisory Services
New Jersey
$70K +$71.2K +810 New
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67K
VNT
181
Vanguard National Trust
Pennsylvania
$66.1K +$67.2K +765 New
ATPW
182
Ashton Thomas Private Wealth
Arizona
$65.6K +$66.8K +760 New
GEA
183
Glen Eagle Advisors
New Jersey
$59K +$88 +1 +0.1%
AssetMark Inc
184
AssetMark Inc
California
$57.8K
PA
185
Parallel Advisors
California
$49.3K
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$45.4K -$7.47K -85 -14%
AIC
187
Archer Investment Corporation
Indiana
$43.2K
FFA
188
Farther Finance Advisors
California
$40.4K
LFG
189
Larson Financial Group
Missouri
$39.6K
TF
190
Tompkins Financial
New York
$39.1K
MPW
191
MASECO Private Wealth
$38K -$4.92K -56 -11%
MCM
192
MAI Capital Management
Ohio
$33.7K
BCWM
193
Bartlett & Co Wealth Management
Ohio
$32.7K -$10.1K -115 -24%
IWP
194
IAG Wealth Partners
Wisconsin
$30.2K
AIP
195
Ameritas Investment Partners
Nebraska
$27.4K +$176 +2 +0.6%
AAP
196
Arax Advisory Partners
Colorado
$17.9K
SC
197
Swan Capital
Florida
$17.5K
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$17.3K
NEWAS
199
N.E.W. Advisory Services
Wisconsin
$15.6K +$88 +1 +0.6%
ADL
200
Asset Dedication LLC
California
$14.3K