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WisdomTree US Total Dividend Fund
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Overview Fund Activity

195 hedge funds and large institutions have $683M invested in WisdomTree US Total Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+3
Holders Change %
+1.56%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
62
Reduced
67
Closed
11
Calls
$646K
Puts
$129K
Net Calls
+$517K
Net Calls Change
+$817K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$8.95M
2
Corient Private Wealth
Corient Private Wealth
Florida
$5.97M
3
Goldman Sachs
Goldman Sachs
New York
$2.96M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$3.43M
5
Raymond James Financial
Raymond James Financial
Florida
$18.2M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$355K
2
Morgan Stanley
Morgan Stanley
New York
$85.7M
3
BAM
Belpointe Asset Management
Nevada
$688K
4
Osaic Holdings
Osaic Holdings
Arizona
$3.09M
5
AIA
AssuredPartners Investment Advisors
Florida
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$154M +$228K +2,862 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$85.7M -$3.51M -44,175 -4%
LPL Financial
3
LPL Financial
California
$60.8M +$1.36M +17,099 +2%
Wells Fargo
4
Wells Fargo
California
$32M +$1.29M +16,216 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$28.1M -$16.9K -212 -0.1%
6F
6
626 Financial
Michigan
$24.7M -$216K -2,719 -0.9%
CWM
7
Connecticut Wealth Management
Connecticut
$21.6M -$403K -5,068 -2%
PFG
8
Pinnacle Financial Group
Illinois
$21.2M -$221K -2,779 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$18.2M +$1.44M +18,094 +9%
HighTower Advisors
10
HighTower Advisors
Illinois
$15.5M -$89.7K -1,128 -0.6%
Ameriprise
11
Ameriprise
Minnesota
$11.8M -$339K -4,268 -3%
KAS
12
Kestra Advisory Services
Texas
$11.5M +$832K +10,462 +8%
MPW
13
Melone Private Wealth
Michigan
$9.87M +$200K +2,525 +2%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$8.95M +$5.41M +68,000 +152%
VPP
15
Vertex Planning Partners
Illinois
$7.44M +$9.54K +120 +0.1%
UBS Group
16
UBS Group
Switzerland
$7.01M -$71.3K -896 -1%
FIA
17
Foundations Investment Advisors
Arizona
$6.57M +$591K +7,433 +10%
FRA
18
FFG Retirement Advisors
Colorado
$6.23M -$510K -6,414 -8%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$6.11M +$162K +2,042 +3%
Corient Private Wealth
20
Corient Private Wealth
Florida
$5.97M +$2.99M +37,567 +100%
AI
21
Atria Investments
North Carolina
$5.42M +$315K +3,965 +6%
EF
22
Envision Financial
Wisconsin
$5.18M -$4.61K -58 -0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.08M +$39K +490 +0.8%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.63M +$728K +9,154 +19%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.46M +$52.2K +656 +1%
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