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WisdomTree US LargeCap Dividend Fund

449 hedge funds and large institutions have $4.03B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 113 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
WA
301
Waverly Advisors
Alabama
$349K
JFG
302
JMG Financial Group
Illinois
$344K
CIC
303
Carnegie Investment Counsel
Ohio
$343K
ES
304
Eagle Strategies
New York
$342K
SWA
305
Sax Wealth Advisors
New Jersey
$341K
KLI
306
Kelman-Lazarov Inc
Tennessee
$339K
PFBT
307
Parkside Financial Bank & Trust
Missouri
$335K
JWBC
308
J.W. Burns & Co
New York
$330K
DWP
309
Daymark Wealth Partners
Ohio
$330K
MIAS
310
Mason Investment Advisory Services
Virginia
$329K
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$329K
CFG
312
Citizens Financial Group
Rhode Island
$318K
GKWIM
313
Gerber Kawasaki Wealth & Investment Management
California
$317K
SSWG
314
Seven Springs Wealth Group
Tennessee
$317K
SSWM
315
Sheets Smith Wealth Management
North Carolina
$316K
RA
316
Rodgers & Associates
Pennsylvania
$316K
NA
317
Novus Advisors
South Carolina
$311K
C
318
Certuity
Florida
$310K
BMM
319
Berkshire Money Management
Massachusetts
$308K
PFS
320
Prospera Financial Services
Texas
$304K
IA
321
Insight Advisors
Pennsylvania
$300K
AA
322
Ancora Advisors
Ohio
$299K
CTWM
323
Cherry Tree Wealth Management
Minnesota
$299K
SAS
324
SMI Advisory Services
Indiana
$298K
LFAS
325
Level Four Advisory Services
Texas
$298K