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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

428 hedge funds and large institutions have $3.29B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$173M
2
GVAG
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
LPL Financial
California
$267M
3
AIP
Almanack Investment Partners
Pennsylvania
$759K
4
WA
Win Advisors
Florida
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$666K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
301
Prospera Financial Services
Texas
$288K – – –
GC
302
Guidance Capital
Kentucky
$287K +$9.33K +113 +3%
LFAS
303
Level Four Advisory Services
Texas
$286K – – –
IA
304
Insight Advisors
Pennsylvania
$284K -$1.97K -24 -0.7%
CTWM
305
Cherry Tree Wealth Management
Minnesota
$279K – – –
KA
306
Kovack Advisors
Florida
$277K – – –
WCP
307
Wick Capital Partners
Pennsylvania
$270K -$380K -1,920 -59%
EAM
308
Empirical Asset Management
Massachusetts
$269K – – –
JFGIW
309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K +$39K +475 +17%
VC
310
Vicus Capital
Pennsylvania
$268K +$246 +3 +0.1%
CAL
311
Capital Analysts LLC
Pennsylvania
$267K +$1.48K +18 +0.6%
BHIA
312
Birch Hill Investment Advisors
Massachusetts
$263K – – –
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$262K +$83.6K +1,018 +47%
AA
314
Ancora Advisors
Ohio
$259K – – –
GWSG
315
GPS Wealth Strategies Group
Colorado
$259K +$246 +3 +0.1%
WCG
316
Weaver Consulting Group
California
$259K -$4.11K -50 -2%
MIM
317
MTM Investment Management
South Carolina
$256K – – –
CSP
318
Cary Street Partners
Virginia
$255K -$31K -378 -11%
SP
319
Stonebrook Private
Michigan
$255K -$7.88K -96 -3%
SS
320
SBI Securities
Japan
$255K -$7.72K -94 -3%
MSA
321
Marino Stram & Associates
Massachusetts
$253K – – –
ISFAN
322
Investor's Fiduciary Advisor Network
Washington
$252K – – –
FC
323
Fusion Capital
South Carolina
$252K – – –
FA
324
FSA Advisors
Michigan
$251K -$400K -4,876 -61%
AFO
325
Arrowroot Family Office
California
$247K +$247K +3,013 New
11 12
13
14 15