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WisdomTree US LargeCap Dividend Fund

430 hedge funds and large institutions have $3.3B 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
430
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SpringVest Wealth Management
Texas
$538K
RWA
227
Redmont Wealth Advisors
Illinois
$531K
PWM
228
Perigon Wealth Management
California
$525K
SCA
229
STALEY CAPITAL ADVISERS
Pennsylvania
$517K
YIH
230
Y-Intercept (HK)
Hong Kong
$515K
FFA
231
Frazier Financial Advisors
Ohio
$512K
MOS
232
MGO One Seven
Ohio
$501K
WPW
233
Waldron Private Wealth
Pennsylvania
$498K
MWM
234
Modera Wealth Management
New Jersey
$498K
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$494K
BMM
236
Berkshire Money Management
Massachusetts
$493K
GAG
237
GM Advisory Group
New York
$489K
PAG
238
Powers Advisory Group
Illinois
$480K
LIA
239
LS Investment Advisors
Michigan
$476K
ABC
240
Associated Banc-Corp
Wisconsin
$473K
AWM
241
AE Wealth Management
Kansas
$470K
MFT
242
Moisand Fitzgerald Tamayo
Florida
$465K
VA
243
Valmark Advisers
Ohio
$456K
MA
244
Mutual Advisors
Nebraska
$451K
ATI
245
ARK & TLK Investments
Oklahoma
$449K
MMPW
246
Mitchell McLeod Pugh & Williams
Alabama
$448K
MA
247
MCF Advisors
Kentucky
$448K
MWM
248
Modern Wealth Management
Kansas
$445K
Renaissance Technologies
249
Renaissance Technologies
New York
$444K
CWM
250
Cornerstone Wealth Management
Missouri
$442K