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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

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
–

Top Buyers

1
TC
Trilogy Capital
California
+$93.5M
2
LPL Financial
LPL Financial
California
+$39.3M
3
CA
Clearstead Advisors
Ohio
+$25M
4
Osaic Holdings
Osaic Holdings
Arizona
+$19.8M
5
WA
Win Advisors
Florida
+$8.97M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$53.4M
2
ACM
Advisors Capital Management
New Jersey
-$47.8M
3
Ameriprise
Ameriprise
Minnesota
-$27.2M
4
AP
Advisors Preferred
Maryland
-$8.38M
5
BHB
Bank Hapoalim BM
Israel
-$7.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
276
Kelman-Lazarov Inc
Tennessee
$320K +$397 +5 +0.1%
WC
277
Wolfstich Capital
Massachusetts
$319K – – –
CW
278
Code Waechter
Florida
$317K – – –
FCI
279
Financial Counselors Inc
Kansas
$316K -$14.8K -187 -4%
RT
280
Rockland Trust
Massachusetts
$316K – – –
IFWM
281
Institute for Wealth Management
Colorado
$315K -$9.13K -115 -3%
LFG
282
Larson Financial Group
Missouri
$314K +$1.11K +14 +0.4%
DWP
283
Daymark Wealth Partners
Ohio
$303K – – –
JWBC
284
J.W. Burns & Co
New York
$298K – – –
MIAS
285
Mason Investment Advisory Services
Virginia
$297K – – –
SFC
286
Strategic Financial Concepts
Texas
$289K – – –
SSWG
287
Seven Springs Wealth Group
Tennessee
$286K – – –
CFG
288
Citizens Financial Group
Rhode Island
$285K -$18.8K -237 -6%
SSWM
289
Sheets Smith Wealth Management
North Carolina
$284K +$873 +11 +0.3%
MC
290
Moors & Cabot
Massachusetts
$282K -$5.87K -74 -2%
RA
291
Rodgers & Associates
Pennsylvania
$279K +$11.9K +150 +4%
PFS
292
Prospera Financial Services
Texas
$278K – – –
CSP
293
Cary Street Partners
Virginia
$277K +$31.4K +395 +13%
LFAS
294
Level Four Advisory Services
Texas
$277K – – –
IA
295
Insight Advisors
Pennsylvania
$276K -$22.2K -280 -7%
FFS
296
Founders Financial Securities
Maryland
$275K +$275K +3,604 New
CTWM
297
Cherry Tree Wealth Management
Minnesota
$269K – – –
KA
298
Kovack Advisors
Florida
$268K -$207K -2,605 -44%
GC
299
Guidance Capital
Kentucky
$262K -$3.74K -48 -1%
WCP
300
Wick Capital Partners
Pennsylvania
$260K +$260K +3,281 New
10 11
12
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