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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
RFG
201
REAP Financial Group
Texas
$12.7K
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$11.9K +$12.1K +138 New
CTC
203
Central Trust Company
Missouri
$8.64K
BlackRock
204
BlackRock
New York
$7.25K
ASN
205
Advisory Services Network
Georgia
$5.39K +$5.45K +62 New
SIS
206
Sound Income Strategies
Florida
$5.18K
SAM
207
Smartleaf Asset Management
Massachusetts
$4.15K
SWM
208
SHP Wealth Management
Massachusetts
$2.94K
DFA
209
DHJJ Financial Advisors
Illinois
$1.21K
VAI
210
Vanguard Advisers Inc
Pennsylvania
$1.02K +$1.05K +12 New
CAGAS
211
Capital Advisory Group Advisory Services
Minnesota
-$2.8M -32,971 Closed
MPW
212
MGO Private Wealth
California
-$1.02M -12,056 Closed
PAS
213
Park Avenue Securities
New York
-$974K -11,474 Closed
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
-$966K -11,385 Closed
FTUS
215
Flow Traders U.S.
New York
-$494K -5,816 Closed
IA
216
Insight Advisors
Pennsylvania
-$346K -4,081 Closed
EH
217
Equitable Holdings
New York
-$261K -3,073 Closed
CFG
218
Cooper Financial Group
California
-$235K -2,767 Closed
BCM
219
Brookstone Capital Management
Illinois
-$227K -2,671 Closed
Northern Trust
220
Northern Trust
Illinois
-$200K -2,360 Closed
FHA
221
Flagship Harbor Advisors
Massachusetts
-$91.9K -1,083 Closed
Bessemer Group
222
Bessemer Group
New Jersey
-$38K -450 Closed
OC
223
Optima Capital
Oregon
-$7.8K -92 Closed
Citigroup
224
Citigroup
New York
-$85 -1 Closed