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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
SSWG
301
Seven Springs Wealth Group
Tennessee
$313K
KA
302
Kovack Advisors
Florida
$313K
NA
303
Novus Advisors
South Carolina
$313K
SSWM
304
Sheets Smith Wealth Management
North Carolina
$312K
Mercer Global Advisors
305
Mercer Global Advisors
Colorado
$312K
RA
306
Rodgers & Associates
Pennsylvania
$312K
GKWIM
307
Gerber Kawasaki Wealth & Investment Management
California
$312K
PFS
308
Prospera Financial Services
Texas
$305K
LFAS
309
Level Four Advisory Services
Texas
$303K
CSP
310
Cary Street Partners
Virginia
$299K
IA
311
Insight Advisors
Pennsylvania
$296K
CTWM
312
Cherry Tree Wealth Management
Minnesota
$295K
IFWM
313
Institute for Wealth Management
Colorado
$292K
AA
314
Ancora Advisors
Ohio
$290K
OWP
315
Obermeyer Wealth Partners
Colorado
$286K
WCP
316
Wick Capital Partners
Pennsylvania
$286K
JFGIW
317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$285K
VC
318
Vicus Capital
Pennsylvania
$283K
BHIA
319
Birch Hill Investment Advisors
Massachusetts
$278K
GWSG
320
GPS Wealth Strategies Group
Colorado
$275K
WCG
321
Weaver Consulting Group
California
$272K
MIM
322
MTM Investment Management
South Carolina
$272K
SS
323
SBI Securities
Japan
$270K
SP
324
Stonebrook Private
Michigan
$269K
MSA
325
Marino Stram & Associates
Massachusetts
$268K