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WisdomTree US LargeCap Dividend Fund

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, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
PFS
301
Prospera Financial Services
Texas
$288K
GC
302
Guidance Capital
Kentucky
$287K
LFAS
303
Level Four Advisory Services
Texas
$286K
IA
304
Insight Advisors
Pennsylvania
$284K
CTWM
305
Cherry Tree Wealth Management
Minnesota
$279K
KA
306
Kovack Advisors
Florida
$277K
WCP
307
Wick Capital Partners
Pennsylvania
$270K
EAM
308
Empirical Asset Management
Massachusetts
$269K
JFGIW
309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K
VC
310
Vicus Capital
Pennsylvania
$268K
CAL
311
Capital Analysts LLC
Pennsylvania
$267K
BHIA
312
Birch Hill Investment Advisors
Massachusetts
$263K
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$262K
AA
314
Ancora Advisors
Ohio
$259K
GWSG
315
GPS Wealth Strategies Group
Colorado
$259K
WCG
316
Weaver Consulting Group
California
$259K
MIM
317
MTM Investment Management
South Carolina
$256K
CSP
318
Cary Street Partners
Virginia
$255K
SP
319
Stonebrook Private
Michigan
$255K
SS
320
SBI Securities
Japan
$255K
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
AFO
325
Arrowroot Family Office
California
$247K