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WisdomTree US LargeCap Dividend Fund

431 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, 151 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
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
RSWA
276
Robinson Smith Wealth Advisors
Maine
$415K
PWP
277
Perfromance Wealth Partners
Illinois
$413K
SL
278
Salomon & Ludwin
Virginia
$411K
CIA
279
Choate Investment Advisors
Massachusetts
$410K
RG
280
Rathbones Group
United Kingdom
$409K
GWAG
281
Garrett Wealth Advisory Group
Texas
$407K
GAG
282
GM Advisory Group
New York
$390K
QCM
283
Quantinno Capital Management
New York
$381K
C
284
Certuity
Florida
$372K
HIP
285
HUB Investment Partners
Texas
$352K
WC
286
Wolfstich Capital
Massachusetts
$350K
LFG
287
Larson Financial Group
Missouri
$347K
RT
288
Rockland Trust
Massachusetts
$346K
CW
289
Code Waechter
Florida
$346K
KLI
290
Kelman-Lazarov Inc
Tennessee
$340K
JFG
291
JMG Financial Group
Illinois
$340K
ES
292
Eagle Strategies
New York
$337K
CIC
293
Carnegie Investment Counsel
Ohio
$332K
DWP
294
Daymark Wealth Partners
Ohio
$331K
JWBC
295
J.W. Burns & Co
New York
$326K
MIAS
296
Mason Investment Advisory Services
Virginia
$325K
WIM
297
WealthPlan Investment Management
Nebraska
$325K
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$325K
YIH
299
Y-Intercept (HK)
Hong Kong
$315K
CFG
300
Citizens Financial Group
Rhode Island
$313K