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WisdomTree US LargeCap Dividend Fund

431 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
MMPW
251
Mitchell McLeod Pugh & Williams
Alabama
$478K
ATI
252
ARK & TLK Investments
Oklahoma
$475K
MA
253
MCF Advisors
Kentucky
$475K
TRCT
254
Tower Research Capital (TRC)
New York
$472K
CWM
255
Cornerstone Wealth Management
Missouri
$468K
MA
256
Mutual Advisors
Nebraska
$466K
WCWM
257
Willow Creek Wealth Management
California
$464K
MGIA
258
Moneta Group Investment Advisors
Missouri
$456K
ET
259
Equitable Trust
Tennessee
$448K
MWM
260
Modern Wealth Management
Kansas
$444K
KWM
261
Kingsview Wealth Management
Oregon
$443K
WB
262
WesBanco Bank
West Virginia
$443K
NB
263
Nicolet Bankshares
Wisconsin
$442K
HBW
264
Hazlett, Burt & Watson
West Virginia
$440K
HI
265
Harbour Investments
Wisconsin
$435K
SCTC
266
Sanibel Captiva Trust Company
Florida
$434K
ST
267
Spinnaker Trust
Maine
$433K
CCA
268
Cora Capital Advisors
New Jersey
$432K
MWM
269
Marion Wealth Management
Pennsylvania
$429K
AAS
270
Ameritas Advisory Services
Nebraska
$428K
HOWA
271
Heritage Oak Wealth Advisors
Florida
$424K
MT
272
Midwest Trust
Kansas
$423K
TCM
273
TruNorth Capital Management
Michigan
$422K
RMCM
274
Reynders McVeigh Capital Management
Massachusetts
$418K
SWA
275
Sax Wealth Advisors
New Jersey
$415K