WisdomTree US Total Dividend Fund
198 hedge funds and large institutions have $690M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 11 closing their positions.
401% more call options, than puts
Call options by funds: $646K | Put options by funds: $129K
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
2% more funds holding
Funds holding: 194 → 198 (+4)
5% more capital invested
Capital invested by funds: $660M → $690M (+$30.2M)
0.4% more ownership
Funds ownership: 49.76% → 50.15% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$5.15M |
| 2 |
Goldman Sachs
New York
|
+$2.22M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.78M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.44M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$3.41M |
| 2 |
Morgan Stanley
New York
|
-$3.34M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$3.16M |
| 4 |
AIA
AssuredPartners Investment Advisors
Tampa,
Florida
|
-$1.57M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
201
TownSquare Capital
Provo,
Utah
| – | -$472K | -6,136 | Closed |
|
|
WWM
202
Western Wealth Management
Golden,
Colorado
| – | -$222K | -2,890 | Closed |
|
203
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$214K | -2,783 | Closed |
|
|
MSAM
204
Moloney Securities Asset Management
Manchester,
Missouri
| – | -$210K | -2,724 | Closed |
|
|
CA
205
Clearstead Advisors
Cleveland,
Ohio
| – | -$105K | -1,369 | Closed |
|
|
NP
206
NorthRock Partners
Minneapolis,
Minnesota
| – | -$51.6K | -670 | Closed |
|
|
GSWM
207
Golden State Wealth Management
Santa Ana,
California
| – | -$20.2K | -263 | Closed |
|
|
GI
208
GAMMA Investing
Foster City,
California
| – | -$12.3K | -160 | Closed |
|
|
PS
209
Principal Securities
Des Moines,
Iowa
| – | -$7.36K | -97 | Closed |
|
DTD Hedge Fund Activity: Q2 2025 in Review
198 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2025, worth a combined $690M — up 4.6% from $660M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DTD positions and 11 closed out — a net gain of 5 holders — while 63 added to existing stakes and 66 trimmed.
The largest buyer was Vestmark Advisory Solutions, adding an estimated $5.15M. The largest seller was Bank of New York Mellon, cutting an estimated $3.41M.
- 198 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2025, up from 194 in Q1 2025.
- Funds reported $690M of WisdomTree US Total Dividend Fund stock for Q2 2025, up 4.6% quarter-over-quarter.
- 16 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2025 and 11 closed out, a net change of +5 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $5.15M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2025 was Bank of New York Mellon, an estimated $3.41M sold.
Based on aggregated 13F filings for Q2 2025.