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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
2.59%
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
Bank of America
1
Bank of America
North Carolina
$130M -$12.4M -140,661 -9%
Morgan Stanley
2
Morgan Stanley
New York
$105M +$4.69M +53,408 +5%
LPL Financial
3
LPL Financial
California
$77.8M +$5.49M +62,545 +7%
Wells Fargo
4
Wells Fargo
California
$32.2M -$1.7M -19,307 -5%
6F
5
626 Financial
Michigan
$25.5M -$1.67M -18,982 -6%
Raymond James Financial
6
Raymond James Financial
Florida
$23.6M +$1.21M +13,828 +5%
CWM
7
Connecticut Wealth Management
Connecticut
$23.2M
PFG
8
Pinnacle Financial Group
Illinois
$21.2M -$837K -9,530 -4%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$20.3M -$999K -11,373 -5%
KAS
10
Kestra Advisory Services
Texas
$19.4M +$2.15M +24,416 +12%
HighTower Advisors
11
HighTower Advisors
Illinois
$15.6M -$1.13M -12,888 -7%
SA
12
Sanctuary Advisors
Indiana
$12.9M +$7.12M +81,042 +118%
AI
13
Atria Investments
North Carolina
$12.7M +$6.51M +74,085 +101%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$12.4M +$81.4K +927 +0.7%
Ameriprise
15
Ameriprise
Minnesota
$12.3M +$193K +2,196 +2%
FIA
16
Foundations Investment Advisors
Arizona
$10.3M +$1.58M +18,026 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.86M +$150K +1,702 +2%
VPP
18
Vertex Planning Partners
Illinois
$8.64M +$240K +2,732 +3%
UBS Group
19
UBS Group
Switzerland
$8.25M +$387K +4,409 +5%
MPW
20
Melone Private Wealth
Michigan
$7.24M +$321K +3,656 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$6.63M -$2.37M -26,950 -26%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$6.21M +$1.18M +13,387 +23%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$6.21M +$404K +4,603 +7%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.13M +$161K +1,829 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.01M -$1.51M -17,153 -20%