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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

428 hedge funds and large institutions have $3.29B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$173M
2
GVAG
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
LPL Financial
California
$267M
3
AIP
Almanack Investment Partners
Pennsylvania
$759K
4
WA
Win Advisors
Florida
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$666K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
251
Fifth Third Securities
Ohio
$436K +$436K +5,302 New
ACM
252
Absolute Capital Management
Pennsylvania
$426K -$55.3K -673 -11%
ET
253
Equitable Trust
Tennessee
$423K – – –
HOWA
254
Heritage Oak Wealth Advisors
Florida
$420K -$74.7K -910 -15%
WB
255
WesBanco Bank
West Virginia
$418K +$418K +5,085 New
NB
256
Nicolet Bankshares
Wisconsin
$418K – – –
HBW
257
Hazlett, Burt & Watson
West Virginia
$416K +$823 +10 +0.2%
FTUS
258
Flow Traders U.S.
New York
$411K +$411K +5,008 New
MGIA
259
Moneta Group Investment Advisors
Missouri
$411K – – –
SCTC
260
Sanibel Captiva Trust Company
Florida
$410K – – –
ST
261
Spinnaker Trust
Maine
$409K – – –
CCA
262
Cora Capital Advisors
New Jersey
$408K -$471K -5,730 -54%
MWM
263
Marion Wealth Management
Pennsylvania
$404K – – –
FFA
264
Farther Finance Advisors
California
$404K -$3.2K -39 -0.8%
TCM
265
TruNorth Capital Management
Michigan
$399K – – –
OFS
266
OneAscent Financial Services
Alabama
$398K – – –
CC
267
Courier Capital
New York
$394K +$1.48K +18 +0.4%
RMCM
268
Reynders McVeigh Capital Management
Massachusetts
$394K – – –
KWM
269
Kingsview Wealth Management
Oregon
$392K -$78K -950 -17%
SL
270
Salomon & Ludwin
Virginia
$392K – – –
RSWA
271
Robinson Smith Wealth Advisors
Maine
$391K – – –
PWP
272
Perfromance Wealth Partners
Illinois
$390K +$158K +1,925 +68%
CIA
273
Choate Investment Advisors
Massachusetts
$387K – – –
RG
274
Rathbones Group
United Kingdom
$386K – – –
GWAG
275
Garrett Wealth Advisory Group
Texas
$385K -$9.28K -113 -2%
9 10
11
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