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WisdomTree US Total Dividend Fund

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: 195207 (+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: 53 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$140M +$645K +7,662 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$98.7M +$4.43M +52,594 +5%
LPL Financial
3
LPL Financial
California
$71.2M +$3.31M +39,238 +5%
Wells Fargo
4
Wells Fargo
California
$33.3M +$796K +9,447 +2%
6F
5
626 Financial
Michigan
$26.6M +$449K +5,328 +2%
CWM
6
Connecticut Wealth Management
Connecticut
$22.8M -$195K -2,311 -0.9%
Raymond James Financial
7
Raymond James Financial
Florida
$22M +$1.65M +19,534 +8%
PFG
8
Pinnacle Financial Group
Illinois
$21.6M -$557K -6,615 -3%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$21M +$1.26M +14,962 +6%
KAS
10
Kestra Advisory Services
Texas
$17M +$2.49M +29,566 +17%
HighTower Advisors
11
HighTower Advisors
Illinois
$16.4M +$7.92K +94 +0%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$12.1M -$1.34M -15,891 -10%
Ameriprise
13
Ameriprise
Minnesota
$11.9M -$372K -4,421 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.81M +$408K +4,846 +5%
FIA
15
Foundations Investment Advisors
Arizona
$8.58M +$1.09M +12,958 +15%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.57M +$3.52M +41,802 +71%
VPP
17
Vertex Planning Partners
Illinois
$8.26M +$137K +1,622 +2%
UBS Group
18
UBS Group
Switzerland
$7.74M -$98.9K -1,174 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.37M +$1.35M +16,023 +23%
MPW
20
Melone Private Wealth
Michigan
$6.81M -$5.26M -62,437 -44%
Corient Private Wealth
21
Corient Private Wealth
Florida
$6.44M +$3.23M +38,296 +102%
FRA
22
FFG Retirement Advisors
Colorado
$6.41M -$108K -1,288 -2%
AI
23
Atria Investments
North Carolina
$6.22M +$334K +3,970 +6%
JP Morgan Chase
24
JP Morgan Chase
New York
$5.98M -$476K -5,653 -7%
SA
25
Sanctuary Advisors
Indiana
$5.84M +$301K +3,574 +5%