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WisdomTree US LargeCap Dividend Fund

431 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, 151 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
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
TH
226
Team Hewins
California
$623K
MWA
227
Midland Wealth Advisors
Illinois
$610K
GAM
228
Grandview Asset Management
Pennsylvania
$594K
SFG
229
Stonebridge Financial Group
Pennsylvania
$575K
FG
230
Fiduciary Group
Georgia
$575K
WTC
231
WhitTier Trust Company
Nevada
$573K
SWM
232
SpringVest Wealth Management
Texas
$570K
HWMT
233
Heritage Wealth Management (Texas)
Texas
$563K
RWA
234
Redmont Wealth Advisors
Illinois
$562K
SCA
235
STALEY CAPITAL ADVISERS
Pennsylvania
$562K
PWM
236
Perigon Wealth Management
California
$556K
EW
237
Element Wealth
Mississippi
$551K
FFA
238
Frazier Financial Advisors
Ohio
$542K
CWM
239
Collaborative Wealth Management
Florida
$536K
WPW
240
Waldron Private Wealth
Pennsylvania
$527K
MWM
241
Modera Wealth Management
New Jersey
$527K
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$524K
ABC
243
Associated Banc-Corp
Wisconsin
$517K
MOS
244
MGO One Seven
Ohio
$515K
PAG
245
Powers Advisory Group
Illinois
$511K
LIA
246
LS Investment Advisors
Michigan
$505K
AWM
247
AE Wealth Management
Kansas
$497K
VA
248
Valmark Advisers
Ohio
$495K
MFT
249
Moisand Fitzgerald Tamayo
Florida
$493K
EAM
250
Empirical Asset Management
Massachusetts
$488K