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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$93.5M
2
LPL Financial
LPL Financial
California
+$39.3M
3
CA
Clearstead Advisors
Ohio
+$25M
4
Osaic Holdings
Osaic Holdings
Arizona
+$19.8M
5
WA
Win Advisors
Florida
+$8.97M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$53.4M
2
ACM
Advisors Capital Management
New Jersey
-$47.8M
3
Ameriprise
Ameriprise
Minnesota
-$27.2M
4
AP
Advisors Preferred
Maryland
-$8.38M
5
BHB
Bank Hapoalim BM
Israel
-$7.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
301
Empirical Asset Management
Massachusetts
$260K -$575K -7,251 -69%
VC
302
Vicus Capital
Pennsylvania
$259K +$476 +6 +0.2%
CAL
303
Capital Analysts LLC
Pennsylvania
$257K +$1.11K +14 +0.4%
SP
304
Stonebrook Private
Michigan
$254K -$2.38K -30 -0.9%
WCG
305
Weaver Consulting Group
California
$254K – – –
BHIA
306
Birch Hill Investment Advisors
Massachusetts
$254K – – –
SS
307
SBI Securities
Japan
$254K -$21.4K -270 -8%
AA
308
Ancora Advisors
Ohio
$251K – – –
GWSG
309
GPS Wealth Strategies Group
Colorado
$250K +$159 +2 +0.1%
MIM
310
MTM Investment Management
South Carolina
$247K – – –
MSA
311
Marino Stram & Associates
Massachusetts
$244K – – –
ISFAN
312
Investor's Fiduciary Advisor Network
Washington
$244K – – –
FC
313
Fusion Capital
South Carolina
$243K – – –
BA
314
Bridgewater Advisors
New York
$242K +$242K +3,152 New
BOSSRA
315
B.O.S.S. Retirement Advisors
Utah
$242K -$23.5K -296 -9%
MA
316
MCF Advisors
Kentucky
$238K – – –
PWM
317
PMG Wealth Management
Illinois
$238K – – –
TSMHT
318
Thurston Springer Miller Herd & Titak
Indiana
$238K +$238K +3,000 New
BIG
319
Brookwood Investment Group
Arizona
$238K +$238K +2,998 New
BPA
320
Beacon Pointe Advisors
California
$235K -$107K -1,345 -31%
AFM
321
Armstrong Fleming & Moore
District of Columbia
$235K +$235K +2,963 New
DFS
322
Dixon Fnancial Services
California
$226K +$1.03K +13 +0.5%
AWA
323
Arkadios Wealth Advisors
Georgia
$224K +$952 +12 +0.4%
PWP
324
Perfromance Wealth Partners
Illinois
$224K – – –
TIA
325
Tiemann Investment Advisors
California
$224K – – –
11 12
13
14 15