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WisdomTree US LargeCap Dividend Fund

462 hedge funds and large institutions have $3.77B invested in WisdomTree US LargeCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
GWAG
301
Garrett Wealth Advisory Group
Texas
$354K
JFG
302
JMG Financial Group
Illinois
$349K
KLI
303
Kelman-Lazarov Inc
Tennessee
$345K
SWA
304
Sax Wealth Advisors
New Jersey
$341K
JWBC
305
J.W. Burns & Co
New York
$335K
MIAS
306
Mason Investment Advisory Services
Virginia
$334K
DWP
307
Daymark Wealth Partners
Ohio
$330K
WC
308
Wolfstich Capital
Massachusetts
$328K
CFG
309
Citizens Financial Group
Rhode Island
$322K
SSWG
310
Seven Springs Wealth Group
Tennessee
$322K
AF
311
Align Financial
Minnesota
$321K
SSWM
312
Sheets Smith Wealth Management
North Carolina
$321K
Susquehanna International Group
313
Susquehanna International Group
Pennsylvania
$321K
RA
314
Rodgers & Associates
Pennsylvania
$320K
SIM
315
Studio Investment Management
Illinois
$317K
CWA
316
Clarity Wealth Advisors
California
$315K
AA
317
Ancora Advisors
Ohio
$304K
SC
318
Savant Capital
Illinois
$303K
LFAS
319
Level Four Advisory Services
Texas
$300K
SAS
320
SMI Advisory Services
Indiana
$299K
MA
321
Mutual Advisors
Nebraska
$299K
UCFA
322
United Capital Financial Advisors
Texas
$297K
OWP
323
Obermeyer Wealth Partners
Colorado
$294K
WCP
324
Wick Capital Partners
Pennsylvania
$293K
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$293K