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WisdomTree US LargeCap Dividend Fund

449 hedge funds and large institutions have $4.03B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 113 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
TH
226
Team Hewins
California
$628K
FPAS
227
Focus Partners Advisor Solutions
Missouri
$623K
GAM
228
Grandview Asset Management
Pennsylvania
$598K
EGM
229
Engineers Gate Manager
New York
$589K
WTC
230
WhitTier Trust Company
Nevada
$589K
LOIP
231
Live Oak Investment Partners
Texas
$583K
SFGP
232
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$582K
FG
233
Fiduciary Group
Georgia
$582K
AWM
234
AE Wealth Management
Kansas
$575K
SCA
235
STALEY CAPITAL ADVISERS
Pennsylvania
$569K
RWA
236
Redmont Wealth Advisors
Illinois
$569K
HBS
237
Howard Bailey Securities
Indiana
$565K
PWM
238
Perigon Wealth Management
California
$563K
EW
239
Element Wealth
Mississippi
$549K
FFA
240
Frazier Financial Advisors
Ohio
$549K
QCM
241
Quantinno Capital Management
New York
$536K
AT
242
American Trust
Kentucky
$535K
CWM
243
Collaborative Wealth Management
Florida
$534K
MWM
244
Modera Wealth Management
New Jersey
$534K
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$533K
MWA
246
Midland Wealth Advisors
Illinois
$521K
PAG
247
Powers Advisory Group
Illinois
$520K
HWMT
248
Heritage Wealth Management (Texas)
Texas
$520K
MOS
249
MGO One Seven
Ohio
$514K
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$512K