DLN icon

WisdomTree US LargeCap Dividend Fund

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, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
C
276
Certuity
Florida
$351K
HI
277
Harbour Investments
Wisconsin
$335K
WC
278
Wolfstich Capital
Massachusetts
$331K
CW
279
Code Waechter
Florida
$329K
MT
280
Midwest Trust
Kansas
$327K
RT
281
Rockland Trust
Massachusetts
$327K
LFG
282
Larson Financial Group
Missouri
$326K
BRWA
283
B. Riley Wealth Advisors
Florida
$326K
KLI
284
Kelman-Lazarov Inc
Tennessee
$326K
IFWM
285
Institute for Wealth Management
Colorado
$325K
ES
286
Eagle Strategies
New York
$325K
SWA
287
Sax Wealth Advisors
New Jersey
$320K
DWP
288
Daymark Wealth Partners
Ohio
$314K
CIC
289
Carnegie Investment Counsel
Ohio
$313K
FFS
290
Founders Financial Securities
Maryland
$309K
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
NA
294
Novus Advisors
South Carolina
$301K
SSWG
295
Seven Springs Wealth Group
Tennessee
$296K
CFG
296
Citizens Financial Group
Rhode Island
$295K
SFC
297
Strategic Financial Concepts
Texas
$295K
SSWM
298
Sheets Smith Wealth Management
North Carolina
$295K
MC
299
Moors & Cabot
Massachusetts
$289K
RA
300
Rodgers & Associates
Pennsylvania
$288K