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WisdomTree US LargeCap Dividend Fund

430 hedge funds and large institutions have $3.3B 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
430
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
WCWM
251
Willow Creek Wealth Management
California
$438K
FTS
252
Fifth Third Securities
Ohio
$436K
ACM
253
Absolute Capital Management
Pennsylvania
$426K
ET
254
Equitable Trust
Tennessee
$423K
HOWA
255
Heritage Oak Wealth Advisors
Florida
$420K
WB
256
WesBanco Bank
West Virginia
$418K
NB
257
Nicolet Bankshares
Wisconsin
$418K
HBW
258
Hazlett, Burt & Watson
West Virginia
$416K
FTUS
259
Flow Traders U.S.
New York
$411K
MGIA
260
Moneta Group Investment Advisors
Missouri
$411K
SCTC
261
Sanibel Captiva Trust Company
Florida
$410K
ST
262
Spinnaker Trust
Maine
$409K
CCA
263
Cora Capital Advisors
New Jersey
$408K
MWM
264
Marion Wealth Management
Pennsylvania
$404K
FFA
265
Farther Finance Advisors
California
$404K
TCM
266
TruNorth Capital Management
Michigan
$399K
OFS
267
OneAscent Financial Services
Alabama
$398K
CC
268
Courier Capital
New York
$394K
RMCM
269
Reynders McVeigh Capital Management
Massachusetts
$394K
KWM
270
Kingsview Wealth Management
Oregon
$392K
SL
271
Salomon & Ludwin
Virginia
$392K
RSWA
272
Robinson Smith Wealth Advisors
Maine
$391K
PWP
273
Perfromance Wealth Partners
Illinois
$390K
CIA
274
Choate Investment Advisors
Massachusetts
$387K
RG
275
Rathbones Group
United Kingdom
$386K