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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

425 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, 137 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
5.71%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$173M
2
GVAG
2
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
5
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
2
LPL Financial
California
$267M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$759K
4
WA
4
Win Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$666K
Name Market Value Shares Shares
Change 		Shares
Change %
OWP
326
Obermeyer Wealth Partners
Colorado
$243K 2,964 +2,964 New
DFS
327
Dixon Fnancial Services
California
$235K 2,862 +16 +0.6%
AWA
328
Arkadios Wealth Advisors
Georgia
$233K 2,842 +16 +0.6%
TIA
329
Tiemann Investment Advisors
California
$232K 2,824 – –
FFN
330
Focus Financial Network
Minnesota
$231K 2,807 – –
CAG
331
Csenge Advisory Group
Florida
$229K 2,880 – –
UWM
332
USAdvisors Wealth Management
Minnesota
$224K 2,735 +11 +0.4%
KCIC
333
Kuhn & Co Investment Counsel
Illinois
$224K 2,725 – –
PIM
334
Pullen Investment Management
Florida
$224K 2,722 – –
NCMW
335
Northern Capital Management (Washington)
Washington
$223K 2,714 – –
GC
336
Garde Capital
Washington
$222K 2,700 – –
FAIM
337
Financial Advocates Investment Management
Washington
$220K 2,675 -3,232 -55%
BPA
338
Beacon Pointe Advisors
California
$217K 2,646 -319 -11%
Vanguard Group
339
Vanguard Group
Pennsylvania
$216K 2,635 – –
SMC
340
Smith, Moore & Co
Missouri
$216K 2,630 – –
BFW
341
Brady Family Wealth
Missouri
$215K 2,617 – –
NWM
342
Nova Wealth Management
Florida
$214K 2,610 +2,239 +604%
SIM
343
Studio Investment Management
Illinois
$214K 2,602 +2,602 New
BOSSRA
344
B.O.S.S. Retirement Advisors
Utah
$210K 2,557 -488 -16%
VPP
345
Vertex Planning Partners
Illinois
$208K 2,533 +3 +0.1%
DIA
346
Dana Investment Advisors
Wisconsin
$208K 2,527 – –
Fiera Capital (Canada)
347
Fiera Capital (Canada)
Quebec, Canada
$205K 2,493 +2,493 New
EDRH
348
Edmond de Rothschild Holding
Switzerland
$204K 2,480 – –
APA
349
Astoria Portfolio Advisors
New York
$203K 2,408 +2,408 New
PWA
350
PCG Wealth Advisors
Kansas
$201K 2,451 +2,451 New
12 13
14
15 16