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WisdomTree US LargeCap Dividend Fund

428 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, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
TSMHT
326
Thurston Springer Miller Herd & Titak
Indiana
$246K
PWM
327
PMG Wealth Management
Illinois
$246K
BA
328
Bridgewater Advisors
New York
$245K
OWP
329
Obermeyer Wealth Partners
Colorado
$243K
DFS
330
Dixon Fnancial Services
California
$235K
AWA
331
Arkadios Wealth Advisors
Georgia
$233K
TIA
332
Tiemann Investment Advisors
California
$232K
FFN
333
Focus Financial Network
Minnesota
$231K
CAG
334
Csenge Advisory Group
Florida
$229K
UWM
335
USAdvisors Wealth Management
Minnesota
$224K
KCIC
336
Kuhn & Co Investment Counsel
Illinois
$224K
PIM
337
Pullen Investment Management
Florida
$224K
NCMW
338
Northern Capital Management (Washington)
Washington
$223K
GC
339
Garde Capital
Washington
$222K
FAIM
340
Financial Advocates Investment Management
Washington
$220K
BPA
341
Beacon Pointe Advisors
California
$217K
Vanguard Group
342
Vanguard Group
Pennsylvania
$216K
SMC
343
Smith, Moore & Co
Missouri
$216K
BFW
344
Brady Family Wealth
Missouri
$215K
NWM
345
Nova Wealth Management
Florida
$214K
SIM
346
Studio Investment Management
Illinois
$214K
BOSSRA
347
B.O.S.S. Retirement Advisors
Utah
$210K
VPP
348
Vertex Planning Partners
Illinois
$208K
DIA
349
Dana Investment Advisors
Wisconsin
$208K
Fiera Capital (Canada)
350
Fiera Capital (Canada)
Quebec, Canada
$205K