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WisdomTree US LargeCap Dividend Fund

458 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 51 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 114

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

13% more capital invested

Capital invested by funds: $3.58B → $4.05B (+$473M)

6% more funds holding

Funds holding: 434458 (+24)

1.49% more ownership

Funds ownership: 66.3%67.79% (+1.5%)

Holders
458
Holders Change
+24
Holders Change %
+5.53%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
51
Increased
157
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
251
Midland Wealth Advisors
Illinois
$521K -$95.7K -1,096 -16%
PAG
252
Powers Advisory Group
Illinois
$520K +$2.79K +32 +0.5%
HWMT
253
Heritage Wealth Management (Texas)
Texas
$520K -$50.3K -576 -9%
MOS
254
MGO One Seven
Ohio
$514K -$7.34K -84 -1%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$512K +$507K +5,808 New
LIA
256
LS Investment Advisors
Michigan
$511K
VA
257
Valmark Advisers
Ohio
$510K +$8.47K +97 +2%
MMPW
258
Mitchell McLeod Pugh & Williams
Alabama
$509K
ABC
259
Associated Banc-Corp
Wisconsin
$507K -$16.4K -188 -3%
MFT
260
Moisand Fitzgerald Tamayo
Florida
$499K
EAM
261
Empirical Asset Management
Massachusetts
$485K -$8.73K -100 -2%
ATI
262
ARK & TLK Investments
Oklahoma
$481K
MA
263
MCF Advisors
Kentucky
$480K
CWM
264
Cornerstone Wealth Management
Missouri
$474K
HOWA
265
Heritage Oak Wealth Advisors
Florida
$472K +$43K +492 +10%
MGIA
266
Moneta Group Investment Advisors
Missouri
$462K
ET
267
Equitable Trust
Tennessee
$454K
MWM
268
Modern Wealth Management
Kansas
$449K -$437 -5 -0.1%
NB
269
Nicolet Bankshares
Wisconsin
$448K
HBW
270
Hazlett, Burt & Watson
West Virginia
$447K +$786 +9 +0.2%
KWM
271
Kingsview Wealth Management
Oregon
$446K -$2.71K -31 -0.6%
MWM
272
Marion Wealth Management
Pennsylvania
$442K
HI
273
Harbour Investments
Wisconsin
$440K
SCTC
274
Sanibel Captiva Trust Company
Florida
$440K
ST
275
Spinnaker Trust
Maine
$439K