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WisdomTree US LargeCap Dividend Fund

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
226
Redmont Wealth Advisors
Illinois
$513K
SCA
227
STALEY CAPITAL ADVISERS
Pennsylvania
$499K -$111K -1,397 -18%
FFA
228
Frazier Financial Advisors
Ohio
$495K
SYBT
229
Stock Yards Bank & Trust
Kentucky
$494K
MWM
230
Modera Wealth Management
New Jersey
$489K
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$488K +$85.1K +1,072 +21%
WPW
232
Waldron Private Wealth
Pennsylvania
$481K -$9.92K -125 -2%
HOWA
233
Heritage Oak Wealth Advisors
Florida
$478K -$128K -1,612 -21%
BMM
234
Berkshire Money Management
Massachusetts
$476K
GAG
235
GM Advisory Group
New York
$472K +$11.1K +140 +2%
FAIM
236
Financial Advocates Investment Management
Washington
$469K -$111K -1,396 -19%
ACM
237
Absolute Capital Management
Pennsylvania
$465K -$53.8K -678 -10%
PAG
238
Powers Advisory Group
Illinois
$462K -$38.5K -485 -8%
LIA
239
LS Investment Advisors
Michigan
$460K
MOS
240
MGO One Seven
Ohio
$460K +$157K +1,976 +52%
ATI
241
ARK & TLK Investments
Oklahoma
$457K -$35.4K -446 -7%
ABC
242
Associated Banc-Corp
Wisconsin
$457K
KWM
243
Kingsview Wealth Management
Oregon
$455K -$12K -151 -3%
ARC
244
Advisor Resource Council
Texas
$455K +$455K +5,926 New
MFT
245
Moisand Fitzgerald Tamayo
Florida
$450K
MMPW
246
Mitchell McLeod Pugh & Williams
Alabama
$433K
CWM
247
Cornerstone Wealth Management
Missouri
$427K +$5.64K +71 +1%
WCWM
248
Willow Creek Wealth Management
California
$423K -$6.91K -87 -2%
MWM
249
Modern Wealth Management
Kansas
$414K -$159K -2,003 -28%
ET
250
Equitable Trust
Tennessee
$409K