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WisdomTree US LargeCap Dividend Fund

449 hedge funds and large institutions have $4.03B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 113 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
MT
276
Midwest Trust
Kansas
$427K
SL
277
Salomon & Ludwin
Virginia
$421K
RSWA
278
Robinson Smith Wealth Advisors
Maine
$420K
PWP
279
Perfromance Wealth Partners
Illinois
$418K
ACA
280
Aptus Capital Advisors
Alabama
$418K
CIA
281
Choate Investment Advisors
Massachusetts
$415K
MAS
282
Meeder Advisory Services
Ohio
$415K
IW
283
Imprint Wealth
South Carolina
$415K
RG
284
Rathbones Group
United Kingdom
$414K
JWCA
285
J.W. Cole Advisors
Florida
$408K
Kovitz Investment Group Partners
286
Kovitz Investment Group Partners
Illinois
$403K
USCWA
287
U.S. Capital Wealth Advisors
Texas
$399K
GWAG
288
Garrett Wealth Advisory Group
Texas
$396K
GAG
289
GM Advisory Group
New York
$395K
FWI
290
Facet Wealth Inc
Maryland
$376K
WC
291
Wolfstich Capital
Massachusetts
$375K
FFS
292
Founders Financial Securities
Maryland
$372K
GWP
293
Gateway Wealth Partners
Wisconsin
$370K
SWM
294
SpringVest Wealth Management
Texas
$369K
Millennium Management
295
Millennium Management
New York
$362K
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$360K
CWA
297
Clarity Wealth Advisors
California
$356K
LFG
298
Larson Financial Group
Missouri
$353K
CW
299
Code Waechter
Florida
$352K
RT
300
Rockland Trust
Massachusetts
$351K