DLN icon

WisdomTree US LargeCap Dividend Fund

462 hedge funds and large institutions have $3.77B invested in WisdomTree US LargeCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
CCA
276
Cora Capital Advisors
New Jersey
$443K
CC
277
Courier Capital
New York
$435K
ACA
278
Aptus Capital Advisors
Alabama
$433K
MT
279
Midwest Trust
Kansas
$430K
OFS
280
OneAscent Financial Services
Alabama
$429K
SWP
281
ShoreHaven Wealth Partners
New Jersey
$426K
RSWA
282
Robinson Smith Wealth Advisors
Maine
$425K
CIA
283
Choate Investment Advisors
Massachusetts
$421K
MAS
284
Meeder Advisory Services
Ohio
$421K
SL
285
Salomon & Ludwin
Virginia
$421K
RG
286
Rathbones Group
United Kingdom
$420K
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$410K
RW
288
Rockport Wealth
Ohio
$410K
WA
289
Waverly Advisors
Alabama
$405K
GAG
290
GM Advisory Group
New York
$400K
ES
291
Eagle Strategies
New York
$400K
UB
292
UMB Bank
Missouri
$397K
PWP
293
Perfromance Wealth Partners
Illinois
$393K
FWI
294
Facet Wealth Inc
Maryland
$371K
SWM
295
SpringVest Wealth Management
Texas
$368K
HIP
296
HUB Investment Partners
Texas
$362K
LFG
297
Larson Financial Group
Missouri
$359K
CW
298
Code Waechter
Florida
$357K
EWS
299
Evergreen Wealth Solutions
Pennsylvania
$356K
RT
300
Rockland Trust
Massachusetts
$356K