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WisdomTree US LargeCap Dividend Fund

432 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
PRTG
226
Post Resch Tallon Group
New York
$629K
TH
227
Team Hewins
California
$623K
MWA
228
Midland Wealth Advisors
Illinois
$610K
GAM
229
Grandview Asset Management
Pennsylvania
$594K
SFGP
230
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$575K
FG
231
Fiduciary Group
Georgia
$575K
WTC
232
WhitTier Trust Company
Nevada
$573K
SWM
233
SpringVest Wealth Management
Texas
$570K
HWMT
234
Heritage Wealth Management (Texas)
Texas
$563K
RWA
235
Redmont Wealth Advisors
Illinois
$562K
SCA
236
STALEY CAPITAL ADVISERS
Pennsylvania
$562K
PWM
237
Perigon Wealth Management
California
$556K
EW
238
Element Wealth
Mississippi
$551K
FFA
239
Frazier Financial Advisors
Ohio
$542K
CWM
240
Collaborative Wealth Management
Florida
$536K
WPW
241
Waldron Private Wealth
Pennsylvania
$527K
MWM
242
Modera Wealth Management
New Jersey
$527K
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$524K
ABC
244
Associated Banc-Corp
Wisconsin
$517K
MOS
245
MGO One Seven
Ohio
$515K
PAG
246
Powers Advisory Group
Illinois
$511K
LIA
247
LS Investment Advisors
Michigan
$505K
AWM
248
AE Wealth Management
Kansas
$497K
VA
249
Valmark Advisers
Ohio
$495K
MFT
250
Moisand Fitzgerald Tamayo
Florida
$493K