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WisdomTree US LargeCap Dividend Fund

428 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, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
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
120
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
SpringVest Wealth Management
Texas
$538K
PWM
227
Perigon Wealth Management
California
$525K -$10.7K -130 -2%
SCA
228
STALEY CAPITAL ADVISERS
Pennsylvania
$517K +$329 +4 +0.1%
YIH
229
Y-Intercept (HK)
Hong Kong
$515K +$515K +6,271 New
FFA
230
Frazier Financial Advisors
Ohio
$512K
MOS
231
MGO One Seven
Ohio
$501K +$24.3K +296 +5%
WPW
232
Waldron Private Wealth
Pennsylvania
$498K
MWM
233
Modera Wealth Management
New Jersey
$498K -$8.95K -109 -2%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$494K -$11.7K -143 -2%
BMM
235
Berkshire Money Management
Massachusetts
$493K
GAG
236
GM Advisory Group
New York
$489K
PAG
237
Powers Advisory Group
Illinois
$480K +$2.71K +33 +0.6%
LIA
238
LS Investment Advisors
Michigan
$476K
ABC
239
Associated Banc-Corp
Wisconsin
$473K
AWM
240
AE Wealth Management
Kansas
$470K +$69.2K +843 +17%
MFT
241
Moisand Fitzgerald Tamayo
Florida
$465K
VA
242
Valmark Advisers
Ohio
$456K +$51.8K +631 +13%
MA
243
Mutual Advisors
Nebraska
$451K +$422 +5 +0.1%
ATI
244
ARK & TLK Investments
Oklahoma
$449K -$24.9K -303 -5%
MMPW
245
Mitchell McLeod Pugh & Williams
Alabama
$448K
MA
246
MCF Advisors
Kentucky
$448K +$201K +2,453 +82%
MWM
247
Modern Wealth Management
Kansas
$445K +$16.3K +198 +4%
Renaissance Technologies
248
Renaissance Technologies
New York
$444K -$772K -9,400 -64%
CWM
249
Cornerstone Wealth Management
Missouri
$442K
WCWM
250
Willow Creek Wealth Management
California
$438K