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WisdomTree US LargeCap Dividend Fund

432 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
SWA
276
Sax Wealth Advisors
New Jersey
$415K
RSWA
277
Robinson Smith Wealth Advisors
Maine
$415K
PWP
278
Perfromance Wealth Partners
Illinois
$413K
SL
279
Salomon & Ludwin
Virginia
$411K
CIA
280
Choate Investment Advisors
Massachusetts
$410K
RG
281
Rathbones Group
United Kingdom
$409K
GWAG
282
Garrett Wealth Advisory Group
Texas
$407K
GAG
283
GM Advisory Group
New York
$390K
QCM
284
Quantinno Capital Management
New York
$381K
C
285
Certuity
Florida
$372K
HIP
286
HUB Investment Partners
Texas
$352K
WC
287
Wolfstich Capital
Massachusetts
$350K
LFG
288
Larson Financial Group
Missouri
$347K
RT
289
Rockland Trust
Massachusetts
$346K
CW
290
Code Waechter
Florida
$346K
KLI
291
Kelman-Lazarov Inc
Tennessee
$340K
JFG
292
JMG Financial Group
Illinois
$340K
ES
293
Eagle Strategies
New York
$337K
CIC
294
Carnegie Investment Counsel
Ohio
$332K
DWP
295
Daymark Wealth Partners
Ohio
$331K
JWBC
296
J.W. Burns & Co
New York
$326K
MIAS
297
Mason Investment Advisory Services
Virginia
$325K
WIM
298
WealthPlan Investment Management
Nebraska
$325K
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$325K
YIH
300
Y-Intercept (HK)
Hong Kong
$315K