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WisdomTree US Total Dividend Fund
DTD

195 hedge funds and large institutions have $722M invested in WisdomTree US Total Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $483K | Put options by funds: $325K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $690M → $722M (+$32.2M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

1.22% less ownership

Funds ownership: 50.15% → 48.93% (-1.2%)

2% less funds holding

Funds holding: 198 → 195 (-3)

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
61
Reduced
67
Closed
10
Calls
$483K
Puts
$325K
Net Calls
+$158K
Net Calls Change
-$359K

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$18.8M
2
CPG
Cornerstone Planning Group
New Jersey
+$10.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.46M
4
LPL Financial
LPL Financial
California
+$2.82M
5
Morgan Stanley
Morgan Stanley
New York
+$2.69M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$24.6M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$15.9M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$4.06M
4
Wells Fargo
Wells Fargo
California
-$1.63M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$138M -$24.6M -300,286 -15%
Morgan Stanley
2
Morgan Stanley
New York
$93.3M +$2.69M +32,803 +3%
LPL Financial
3
LPL Financial
California
$67.1M +$2.82M +34,362 +4%
Wells Fargo
4
Wells Fargo
California
$32.1M -$1.63M -19,858 -5%
6F
5
626 Financial
Michigan
$25.9M -$119K -1,455 -0.5%
CWM
6
Connecticut Wealth Management
Connecticut
$22.8M – – –
PFG
7
Pinnacle Financial Group
Illinois
$21.9M -$455K -5,553 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$20.1M +$918K +11,210 +5%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$19.5M +$18.8M +229,447 +8,897%
HighTower Advisors
10
HighTower Advisors
Illinois
$16.3M -$151K -1,839 -0.9%
KAS
11
Kestra Advisory Services
Texas
$14.3M +$2.11M +25,702 +18%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$13.3M -$15.9M -194,626 -55%
Ameriprise
13
Ameriprise
Minnesota
$12.2M -$242K -2,956 -2%
MPW
14
Melone Private Wealth
Michigan
$12M +$1.45M +17,670 +14%
CPG
15
Cornerstone Planning Group
New Jersey
$11.5M +$10.4M +127,362 New
Osaic Holdings
16
Osaic Holdings
Arizona
$8.25M +$485K +5,916 +6%
VPP
17
Vertex Planning Partners
Illinois
$8.03M +$176K +2,145 +2%
UBS Group
18
UBS Group
Switzerland
$7.76M +$346K +4,225 +5%
FIA
19
Foundations Investment Advisors
Arizona
$7.4M +$448K +5,468 +7%
FRA
20
FFG Retirement Advisors
Colorado
$6.46M -$120K -1,464 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$6.4M -$54.3K -663 -0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.94M +$558K +6,815 +11%
AI
23
Atria Investments
North Carolina
$5.83M +$99.8K +1,218 +2%
SA
24
Sanctuary Advisors
Indiana
$5.47M +$251K +3,062 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.32M +$420K +5,125 +9%
1
2 3 4 5

DTD Hedge Fund Activity: Q3 2025 in Review

195 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2025, worth a combined $722M — up 4.7% from $690M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DTD positions and 10 closed out — a net gain of 1 holder — while 61 added to existing stakes and 67 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $18.8M. The largest seller was Bank of America, cutting an estimated $24.6M.

  • 195 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2025, down from 198 in Q2 2025.
  • Funds reported $722M of WisdomTree US Total Dividend Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 11 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2025 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2025 was Retirement Planning Group (Kansas), an estimated $18.8M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2025 was Bank of America, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2025.