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WisdomTree US LargeCap Dividend Fund

462 hedge funds and large institutions have $3.77B invested in WisdomTree US LargeCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
LOIP
226
Live Oak Investment Partners
Texas
$658K
IAIM
227
International Assets Investment Management
Florida
$658K
PRTG
228
Post Resch Tallon Group
New York
$651K
Renaissance Technologies
229
Renaissance Technologies
New York
$643K
BFA
230
Benedict Financial Advisors
Georgia
$642K
TH
231
Team Hewins
California
$637K
FPAS
232
Focus Partners Advisor Solutions
Missouri
$628K
EWA
233
EverSource Wealth Advisors
Alabama
$627K
SWM
234
SHP Wealth Management
Massachusetts
$606K
VA
235
Valmark Advisers
Ohio
$599K
AWM
236
AE Wealth Management
Kansas
$595K
GAM
237
Grandview Asset Management
Pennsylvania
$595K
WTC
238
WhitTier Trust Company
Nevada
$592K
SFGP
239
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$590K
FG
240
Fiduciary Group
Georgia
$590K
QCM
241
Quantinno Capital Management
New York
$578K
PWM
242
Perigon Wealth Management
California
$571K
HBS
243
Howard Bailey Securities
Indiana
$570K
FFA
244
Frazier Financial Advisors
Ohio
$559K
EW
245
Element Wealth
Mississippi
$556K
OFAL
246
Orographic Financial Advisors, LLC
Colorado
$548K
HOWA
247
Heritage Oak Wealth Advisors
Florida
$543K
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$542K
MWM
249
Modera Wealth Management
New Jersey
$541K
AWE
250
Avidian Wealth Enterprises
Texas
$540K