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WisdomTree US LargeCap Dividend Fund

453 hedge funds and large institutions have $4.05B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
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
CW
301
Code Waechter
Florida
$352K
RT
302
Rockland Trust
Massachusetts
$351K
WA
303
Waverly Advisors
Alabama
$349K
JFG
304
JMG Financial Group
Illinois
$344K
CIC
305
Carnegie Investment Counsel
Ohio
$343K
ES
306
Eagle Strategies
New York
$342K
SWA
307
Sax Wealth Advisors
New Jersey
$341K
KLI
308
Kelman-Lazarov Inc
Tennessee
$339K
PFBT
309
Parkside Financial Bank & Trust
Missouri
$335K
JWBC
310
J.W. Burns & Co
New York
$330K
DWP
311
Daymark Wealth Partners
Ohio
$330K
MIAS
312
Mason Investment Advisory Services
Virginia
$329K
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$329K
CFG
314
Citizens Financial Group
Rhode Island
$318K
GKWIM
315
Gerber Kawasaki Wealth & Investment Management
California
$317K
SSWG
316
Seven Springs Wealth Group
Tennessee
$317K
SSWM
317
Sheets Smith Wealth Management
North Carolina
$316K
RA
318
Rodgers & Associates
Pennsylvania
$316K
NA
319
Novus Advisors
South Carolina
$311K
C
320
Certuity
Florida
$310K
BMM
321
Berkshire Money Management
Massachusetts
$308K
PFS
322
Prospera Financial Services
Texas
$304K
IA
323
Insight Advisors
Pennsylvania
$300K
AA
324
Ancora Advisors
Ohio
$299K
CTWM
325
Cherry Tree Wealth Management
Minnesota
$299K