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WisdomTree US Total Dividend Fund
DTD

207 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

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

6% more funds holding

Funds holding: 195 → 207 (+12)

9% more call options, than puts

Call options by funds: $233K | Put options by funds: $214K

2% more capital invested

Capital invested by funds: $722M → $737M (+$14.8M)

0.81% more ownership

Funds ownership: 48.93% → 49.75% (+0.81%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
207
Holders Change
+12
Holders Change %
+6.15%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
25
Increased
66
Reduced
57
Closed
11
Calls
$233K
Puts
$214K
Net Calls
+$19K
Net Calls Change
-$139K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.43M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.52M
3
LPL Financial
LPL Financial
California
+$3.31M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$3.23M
5
KAS
Kestra Advisory Services
Texas
+$2.49M

Top Sellers

1
CPG
Cornerstone Planning Group
New Jersey
-$10.5M
2
MPW
Melone Private Wealth
Michigan
-$5.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.84M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
201
Optima Capital
Oregon
$7.8K +$7.75K +92 New
BlackRock
202
BlackRock
New York
$7.13K +$7.08K +84 New
SIS
203
Sound Income Strategies
Florida
$5.24K – – –
SAM
204
Smartleaf Asset Management
Massachusetts
$4.19K – – –
SWM
205
SHP Wealth Management
Massachusetts
$2.89K +$2.86K +34 New
DFA
206
DHJJ Financial Advisors
Illinois
$1.19K – – –
Citigroup
207
Citigroup
New York
$85 -$84 -1 -50%
Citadel Advisors
208
Citadel Advisors
Florida
– -$3.38M -40,187 Closed
CPRC
209
Consolidated Portfolio Review Corp
New York
– -$1.15M -13,720 Closed
IWC
210
Integrated Wealth Concepts
Massachusetts
– -$383K -4,554 Closed
Bank of New York Mellon
211
Bank of New York Mellon
New York
– -$369K -4,389 Closed
BBW
212
Blue Barn Wealth
Utah
– -$240K -2,851 Closed
EP
213
EPIQ Partners
Minnesota
– -$235K -2,800 Closed
WIM
214
Waverton Investment Management
United Kingdom
– -$224K -2,670 Closed
FLFS
215
Family Legacy Financial Solutions
North Carolina
– -$76.7K -913 Closed
AAS
216
Ameritas Advisory Services
Nebraska
– -$26.8K -319 Closed
TIM
217
Tortoise Investment Management
New York
– -$25.2K -300 Closed
ASN
218
Advisory Services Network
Georgia
– -$5.19K -62 Closed
5 6 7 8
9

DTD Hedge Fund Activity: Q4 2025 in Review

207 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2025, worth a combined $737M — up 2.1% from $722M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DTD positions and 11 closed out — a net gain of 14 holders — while 66 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.43M. The largest seller was Cornerstone Planning Group, cutting an estimated $10.5M.

  • 207 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2025, up from 195 in Q3 2025.
  • Funds reported $737M of WisdomTree US Total Dividend Fund stock for Q4 2025, up 2.1% quarter-over-quarter.
  • 25 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2025 and 11 closed out, a net change of +14 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2025 was Morgan Stanley, an estimated $4.43M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2025 was Cornerstone Planning Group, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.