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WisdomTree US LargeCap Dividend Fund

458 hedge funds and large institutions have $4.05B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 114

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

13% more capital invested

Capital invested by funds: $3.58B → $4.05B (+$473M)

6% more funds holding

Funds holding: 434458 (+24)

1.49% more ownership

Funds ownership: 66.3%67.79% (+1.5%)

Holders
458
Holders Change
+24
Holders Change %
+5.53%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
51
Increased
157
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
226
Flow Traders U.S.
New York
$656K +$650K +7,446 New
SWP
227
ShoreHaven Wealth Partners
New Jersey
$644K
PRTG
228
Post Resch Tallon Group
New York
$631K -$5.24K -60 -0.8%
TH
229
Team Hewins
California
$628K -$2.53K -29 -0.4%
FPAS
230
Focus Partners Advisor Solutions
Missouri
$623K -$152K -1,740 -20%
GAM
231
Grandview Asset Management
Pennsylvania
$598K -$3.41K -39 -0.6%
SWM
232
SHP Wealth Management
Massachusetts
$592K +$587K +6,719 New
EGM
233
Engineers Gate Manager
New York
$589K +$584K +6,692 New
WTC
234
WhitTier Trust Company
Nevada
$589K
OBWA
235
Oak Barrel Wealth Advisory
Virginia
$589K +$584K +6,684 New
LOIP
236
Live Oak Investment Partners
Texas
$583K -$111K -1,266 -16%
SFGP
237
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$582K
FG
238
Fiduciary Group
Georgia
$582K
AWM
239
AE Wealth Management
Kansas
$575K +$71.9K +823 +14%
SCA
240
STALEY CAPITAL ADVISERS
Pennsylvania
$569K +$349 +4 +0.1%
RWA
241
Redmont Wealth Advisors
Illinois
$569K
HBS
242
Howard Bailey Securities
Indiana
$565K -$6.87M -78,682 -92%
PWM
243
Perigon Wealth Management
California
$563K
EW
244
Element Wealth
Mississippi
$549K -$8.65K -99 -2%
FFA
245
Frazier Financial Advisors
Ohio
$549K
QCM
246
Quantinno Capital Management
New York
$536K +$149K +1,711 +39%
AT
247
American Trust
Kentucky
$535K +$97.3K +1,114 New
CWM
248
Collaborative Wealth Management
Florida
$534K -$8.99K -103 -2%
MWM
249
Modera Wealth Management
New Jersey
$534K
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$533K +$2.88K +33 +0.5%