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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

425 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, 119 reducing their positions, and 21 closing their positions.

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
5.7%
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
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
2
LPL Financial
California
$267M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$759K
4
WA
4
Win Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$666K
Name Market Value Shares Shares
Change 		Shares
Change %
CW
276
Code Waechter
Florida
$329K 4,000 – –
MT
277
Midwest Trust
Kansas
$327K 3,982 +3,982 New
RT
278
Rockland Trust
Massachusetts
$327K 3,980 – –
LFG
279
Larson Financial Group
Missouri
$326K 3,972 +18 +0.5%
BRWA
280
B. Riley Wealth Advisors
Florida
$326K 3,971 +3,971 New
KLI
281
Kelman-Lazarov Inc
Tennessee
$326K 3,968 -65 -2%
IFWM
282
Institute for Wealth Management
Colorado
$325K 3,956 -13 -0.3%
ES
283
Eagle Strategies
New York
$325K 3,955 +3,955 New
SWA
284
Sax Wealth Advisors
New Jersey
$320K 3,890 +3,890 New
DWP
285
Daymark Wealth Partners
Ohio
$314K 3,820 – –
CIC
286
Carnegie Investment Counsel
Ohio
$313K 3,811 +3,811 New
FFS
287
Founders Financial Securities
Maryland
$309K 3,758 +154 +4%
JWBC
288
J.W. Burns & Co
New York
$308K 3,750 – –
MIAS
289
Mason Investment Advisory Services
Virginia
$307K 3,738 – –
QCM
290
Quantinno Capital Management
New York
$303K 3,688 +3,688 New
NA
291
Novus Advisors
South Carolina
$301K 3,670 -1,140 -24%
SSWG
292
Seven Springs Wealth Group
Tennessee
$296K 3,600 – –
CFG
293
Citizens Financial Group
Rhode Island
$295K 3,597 +5 +0.1%
SFC
294
Strategic Financial Concepts
Texas
$295K 3,595 -41 -1%
SSWM
295
Sheets Smith Wealth Management
North Carolina
$295K 3,587 +3 +0.1%
MC
296
Moors & Cabot
Massachusetts
$289K 3,517 -35 -1%
RA
297
Rodgers & Associates
Pennsylvania
$288K 3,510 – –
PFS
298
Prospera Financial Services
Texas
$288K 3,506 – –
GC
299
Guidance Capital
Kentucky
$287K 3,476 +113 +3%
LFAS
300
Level Four Advisory Services
Texas
$286K 3,487 – –
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12
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