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WisdomTree US LargeCap Dividend Fund

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
251
Mutual Advisors
Nebraska
$406K +$228 +3 +0.1%
NB
252
Nicolet Bankshares
Wisconsin
$404K
HBW
253
Hazlett, Burt & Watson
West Virginia
$400K -$43.1K -544 -10%
MGIA
254
Moneta Group Investment Advisors
Missouri
$397K -$104K -1,307 -21%
SCTC
255
Sanibel Captiva Trust Company
Florida
$396K
ST
256
Spinnaker Trust
Maine
$395K -$30.6K -385 -7%
FFA
257
Farther Finance Advisors
California
$393K +$393K +4,961 New
MWM
258
Marion Wealth Management
Pennsylvania
$391K +$2.38K +30 +0.6%
VA
259
Valmark Advisers
Ohio
$390K +$68.7K +865 +21%
AWM
260
AE Wealth Management
Kansas
$387K -$32K -403 -8%
TCM
261
TruNorth Capital Management
Michigan
$385K +$385K +4,853 New
NA
262
Novus Advisors
South Carolina
$382K +$382K +4,810 New
RMCM
263
Reynders McVeigh Capital Management
Massachusetts
$381K
OFS
264
OneAscent Financial Services
Alabama
$381K +$8.8K +111 +2%
GWAG
265
Garrett Wealth Advisory Group
Texas
$380K -$9.76K -123 -3%
CC
266
Courier Capital
New York
$379K
RSWA
267
Robinson Smith Wealth Advisors
Maine
$378K
SL
268
Salomon & Ludwin
Virginia
$375K
CIA
269
Choate Investment Advisors
Massachusetts
$374K
RG
270
Rathbones Group
United Kingdom
$373K
Mirae Asset Global Investments
271
Mirae Asset Global Investments
South Korea
$369K +$369K +4,700 New
AAS
272
Ameritas Advisory Services
Nebraska
$351K
JWCA
273
J.W. Cole Advisors
Florida
$346K -$1.75M -22,023 -83%
C
274
Certuity
Florida
$334K
HI
275
Harbour Investments
Wisconsin
$324K +$90.4K +1,139 +39%