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WisdomTree US LargeCap Dividend Fund

458 hedge funds and large institutions have $4.05B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 114

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

13% more capital invested

Capital invested by funds: $3.58B → $4.05B (+$473M)

6% more funds holding

Funds holding: 434458 (+24)

1.49% more ownership

Funds ownership: 66.3%67.79% (+1.5%)

Holders
458
Holders Change
+24
Holders Change %
+5.53%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
51
Increased
157
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
276
Cora Capital Advisors
New Jersey
$437K
WB
277
WesBanco Bank
West Virginia
$435K -$12.8K -147 -3%
Renaissance Technologies
278
Renaissance Technologies
New York
$432K -$1.14M -13,000 -73%
YIH
279
Y-Intercept (HK)
Hong Kong
$428K +$107K +1,230 +34%
TCM
280
TruNorth Capital Management
Michigan
$427K
MT
281
Midwest Trust
Kansas
$427K -$1.49K -17 -0.3%
SL
282
Salomon & Ludwin
Virginia
$421K
RSWA
283
Robinson Smith Wealth Advisors
Maine
$420K
PWP
284
Perfromance Wealth Partners
Illinois
$418K
ACA
285
Aptus Capital Advisors
Alabama
$418K +$306K +3,505 +282%
CIA
286
Choate Investment Advisors
Massachusetts
$415K
MAS
287
Meeder Advisory Services
Ohio
$415K +$411K +4,710 New
IW
288
Imprint Wealth
South Carolina
$415K -$385K -4,409 -48%
RG
289
Rathbones Group
United Kingdom
$414K
JWCA
290
J.W. Cole Advisors
Florida
$408K +$29.3K +335 +2%
Kovitz Investment Group Partners
291
Kovitz Investment Group Partners
Illinois
$403K -$1.24M -14,254 -76%
USCWA
292
U.S. Capital Wealth Advisors
Texas
$399K +$396K +4,532 New
GWAG
293
Garrett Wealth Advisory Group
Texas
$396K -$16.5K -189 -4%
GAG
294
GM Advisory Group
New York
$395K
FWI
295
Facet Wealth Inc
Maryland
$376K +$363K +4,158 New
WC
296
Wolfstich Capital
Massachusetts
$375K +$20K +229 +6%
FFS
297
Founders Financial Securities
Maryland
$372K +$369K +4,223 New
GWP
298
Gateway Wealth Partners
Wisconsin
$370K +$367K +4,206 New
SWM
299
SpringVest Wealth Management
Texas
$369K -$206K -2,360 -36%
Millennium Management
300
Millennium Management
New York
$362K +$359K +4,105 New