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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

428 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, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
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
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$55.6M
2
GVAG
Great Valley Advisor Group
Delaware
+$11.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.6M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$5.15M
5
WWM
Waterway Wealth Management
Texas
+$5.08M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.9M
2
LPL Financial
LPL Financial
California
-$17.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$9.42M
4
WA
Win Advisors
Florida
-$8.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
276
Certuity
Florida
$351K +$4.52K +55 +1%
HI
277
Harbour Investments
Wisconsin
$335K – – –
WC
278
Wolfstich Capital
Massachusetts
$331K – – –
CW
279
Code Waechter
Florida
$329K – – –
MT
280
Midwest Trust
Kansas
$327K +$327K +3,982 New
RT
281
Rockland Trust
Massachusetts
$327K – – –
LFG
282
Larson Financial Group
Missouri
$326K +$1.48K +18 +0.5%
BRWA
283
B. Riley Wealth Advisors
Florida
$326K +$326K +3,971 New
KLI
284
Kelman-Lazarov Inc
Tennessee
$326K -$5.34K -65 -2%
IFWM
285
Institute for Wealth Management
Colorado
$325K -$1.07K -13 -0.3%
ES
286
Eagle Strategies
New York
$325K +$325K +3,955 New
SWA
287
Sax Wealth Advisors
New Jersey
$320K +$320K +3,890 New
DWP
288
Daymark Wealth Partners
Ohio
$314K – – –
CIC
289
Carnegie Investment Counsel
Ohio
$313K +$313K +3,811 New
FFS
290
Founders Financial Securities
Maryland
$309K +$12.7K +154 +4%
JWBC
291
J.W. Burns & Co
New York
$308K – – –
MIAS
292
Mason Investment Advisory Services
Virginia
$307K – – –
QCM
293
Quantinno Capital Management
New York
$303K +$303K +3,688 New
NA
294
Novus Advisors
South Carolina
$301K -$93.6K -1,140 -24%
SSWG
295
Seven Springs Wealth Group
Tennessee
$296K – – –
CFG
296
Citizens Financial Group
Rhode Island
$295K +$411 +5 +0.1%
SFC
297
Strategic Financial Concepts
Texas
$295K -$3.37K -41 -1%
SSWM
298
Sheets Smith Wealth Management
North Carolina
$295K +$246 +3 +0.1%
MC
299
Moors & Cabot
Massachusetts
$289K -$2.88K -35 -1%
RA
300
Rodgers & Associates
Pennsylvania
$288K – – –
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