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WisdomTree US LargeCap Dividend Fund

453 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 48 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
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
PRTG
226
Post Resch Tallon Group
New York
$631K
TH
227
Team Hewins
California
$628K
FPAS
228
Focus Partners Advisor Solutions
Missouri
$623K
GAM
229
Grandview Asset Management
Pennsylvania
$598K
SWM
230
SHP Wealth Management
Massachusetts
$592K
EGM
231
Engineers Gate Manager
New York
$589K
WTC
232
WhitTier Trust Company
Nevada
$589K
LOIP
233
Live Oak Investment Partners
Texas
$583K
SFGP
234
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$582K
FG
235
Fiduciary Group
Georgia
$582K
AWM
236
AE Wealth Management
Kansas
$575K
SCA
237
STALEY CAPITAL ADVISERS
Pennsylvania
$569K
RWA
238
Redmont Wealth Advisors
Illinois
$569K
HBS
239
Howard Bailey Securities
Indiana
$565K
PWM
240
Perigon Wealth Management
California
$563K
EW
241
Element Wealth
Mississippi
$549K
FFA
242
Frazier Financial Advisors
Ohio
$549K
QCM
243
Quantinno Capital Management
New York
$536K
AT
244
American Trust
Kentucky
$535K
CWM
245
Collaborative Wealth Management
Florida
$534K
MWM
246
Modera Wealth Management
New Jersey
$534K
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$533K
MWA
248
Midland Wealth Advisors
Illinois
$521K
PAG
249
Powers Advisory Group
Illinois
$520K
HWMT
250
Heritage Wealth Management (Texas)
Texas
$520K