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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

425 hedge funds and large institutions have $3.29B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
5.71%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$173M
2
GVAG
2
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
5
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
2
LPL Financial
California
$267M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$759K
4
WA
4
Win Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$666K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$319M 3,886,291 -6,190 -0.2%
LPL Financial
2
LPL Financial
California
$267M 3,249,447 -210,059 -6%
Morgan Stanley
3
Morgan Stanley
New York
$243M 2,954,379 -9,536 -0.3%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$198M 2,411,847 +40,866 +2%
Ameriprise
5
Ameriprise
Minnesota
$173M 2,106,770 +677,082 +47%
Creative Planning
6
Creative Planning
Kansas
$116M 1,412,192 +27,895 +2%
UBS Group
7
UBS Group
Switzerland
$107M 1,301,779 -13,443 -1%
GVAG
8
Great Valley Advisor Group
Delaware
$96.5M 1,174,639 +138,974 +13%
TC
9
Trilogy Capital
California
$95M 1,157,031 -20,508 -2%
EWM
10
Evercore Wealth Management
New York
$88.1M 1,072,367 -18,679 -2%
CA
11
Clearstead Advisors
Ohio
$86.2M 1,049,861 +14,912 +1%
Bank of America
12
Bank of America
North Carolina
$86.1M 1,047,944 +56,629 +6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$59.4M 723,415 +80,390 +13%
Wells Fargo
14
Wells Fargo
California
$56.3M 684,862 +14,262 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$53.6M 651,998 +54,534 +9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$52.2M 635,924 +49,885 +9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$52M 633,518 -230,294 -27%
WWM
18
Waterway Wealth Management
Texas
$49.3M 600,370 +61,815 +11%
Raymond James Financial
19
Raymond James Financial
Florida
$47.5M 578,307 +18,703 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$46.5M 566,005 +1,287 +0.2%
Osaic Holdings
21
Osaic Holdings
Arizona
$33.7M 421,226 -36,524 -8%
IWP
22
IAG Wealth Partners
Wisconsin
$32.7M 398,151 -17,455 -4%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$31.9M 388,221 -2,114 -0.5%
SWP
24
Stratos Wealth Partners
Ohio
$28.9M 352,065 -32,038 -8%
LI
25
LRI Investments
Florida
$27.6M 335,693 -1,925 -0.6%
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