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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
GWAG
276
Garrett Wealth Advisory Group
Texas
$385K
C
277
Certuity
Florida
$351K
HI
278
Harbour Investments
Wisconsin
$335K
WC
279
Wolfstich Capital
Massachusetts
$331K
CW
280
Code Waechter
Florida
$329K
MT
281
Midwest Trust
Kansas
$327K
RT
282
Rockland Trust
Massachusetts
$327K
LFG
283
Larson Financial Group
Missouri
$326K
BRWA
284
B. Riley Wealth Advisors
Florida
$326K
KLI
285
Kelman-Lazarov Inc
Tennessee
$326K
IFWM
286
Institute for Wealth Management
Colorado
$325K
ES
287
Eagle Strategies
New York
$325K
SWA
288
Sax Wealth Advisors
New Jersey
$320K
DWP
289
Daymark Wealth Partners
Ohio
$314K
CIC
290
Carnegie Investment Counsel
Ohio
$313K
FFS
291
Founders Financial Securities
Maryland
$309K
JWBC
292
J.W. Burns & Co
New York
$308K
MIAS
293
Mason Investment Advisory Services
Virginia
$307K
QCM
294
Quantinno Capital Management
New York
$303K
NA
295
Novus Advisors
South Carolina
$301K
SSWG
296
Seven Springs Wealth Group
Tennessee
$296K
CFG
297
Citizens Financial Group
Rhode Island
$295K
SFC
298
Strategic Financial Concepts
Texas
$295K
SSWM
299
Sheets Smith Wealth Management
North Carolina
$295K
MC
300
Moors & Cabot
Massachusetts
$289K