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WisdomTree US Total Dividend Fund

192 hedge funds and large institutions have $655M invested in WisdomTree US Total Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
70
Reduced
53
Closed
12
Calls
$370K
Puts
$670K
Net Calls
-$300K
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$149M -$5.59M -72,702 -4%
Morgan Stanley
2
Morgan Stanley
New York
$86.3M -$9.04M -117,429 -9%
LPL Financial
3
LPL Financial
California
$57.5M +$3.43M +44,618 +6%
Wells Fargo
4
Wells Fargo
California
$29.7M +$850K +11,045 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$27.2M +$638K +8,291 +2%
6F
6
626 Financial
Michigan
$24.1M +$686K +8,921 +3%
CWM
7
Connecticut Wealth Management
Connecticut
$21.3M -$3.96M -51,455 -16%
PFG
8
Pinnacle Financial Group
Illinois
$20.7M -$858K -11,154 -4%
Raymond James Financial
9
Raymond James Financial
Florida
$16.2M +$1.59M +20,630 +11%
HighTower Advisors
10
HighTower Advisors
Illinois
$15.1M +$49.4K +642 +0.3%
Ameriprise
11
Ameriprise
Minnesota
$11.7M +$319K +4,155 +3%
MPW
12
Melone Private Wealth
Michigan
$9.42M +$145K +1,889 +2%
VPP
13
Vertex Planning Partners
Illinois
$7.19M +$177K +2,300 +3%
UBS Group
14
UBS Group
Switzerland
$6.85M -$150K -1,953 -2%
FRA
15
FFG Retirement Advisors
Colorado
$6.52M +$1.83M +23,758 +39%
FIA
16
Foundations Investment Advisors
Arizona
$5.79M +$237K +3,078 +4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$5.75M +$173K +2,243 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.69M +$2.41M +31,298 +73%
EF
19
Envision Financial
Wisconsin
$5.01M -$310K -4,028 -6%
AI
20
Atria Investments
North Carolina
$4.94M +$4.21M +54,753 +581%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.88M +$15.7K +204 +0.3%
KAS
22
Kestra Advisory Services
Texas
$4.28M +$934K +29,225 +28%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.27M -$93.2K -1,211 -2%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$4.14M -$359K -4,670 -8%
BAM
25
Belpointe Asset Management
Nevada
$3.88M +$3.45M +44,869 +816%