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WisdomTree US LargeCap Dividend Fund

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
326
Brighton Jones LLC
Washington
$223K +$953 +12 +0.4%
FFN
327
Focus Financial Network
Minnesota
$223K
JFGIW
328
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K
KCIC
329
Kuhn & Co Investment Counsel
Illinois
$216K +$216K +2,725 New
PIM
330
Pullen Investment Management
Florida
$216K
UWM
331
USAdvisors Wealth Management
Minnesota
$216K -$22.2K -280 -9%
NCMW
332
Northern Capital Management (Washington)
Washington
$215K
CAG
333
Csenge Advisory Group
Florida
$215K
GC
334
Garde Capital
Washington
$214K
CCMG
335
Clark Capital Management Group
Pennsylvania
$209K
Vanguard Group
336
Vanguard Group
Pennsylvania
$209K -$23.5K -296 -10%
EWM
337
Empirical Wealth Management
Washington
$209K +$209K +2,633 New
SMC
338
Smith, Moore & Co
Missouri
$209K -$99K -1,247 -32%
NS
339
NBC Securities
Alabama
$208K +$208K +2,622 +87,400%
BFW
340
Brady Family Wealth
Missouri
$208K -$3.02K -38 -1%
CIA
341
Capital Investment Advisors
Georgia
$206K +$206K +2,601 New
PWP
342
Precedent Wealth Partners
Texas
$203K -$65.2K -822 -24%
VPP
343
Vertex Planning Partners
Illinois
$201K +$201K +2,530 New
DIA
344
Dana Investment Advisors
Wisconsin
$201K +$201K +2,527 New
EDRH
345
Edmond de Rothschild Holding
Switzerland
$197K
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$172K +$75.3K +949 +78%
SWM
347
Spire Wealth Management
Virginia
$172K
RBC
348
Roble Belko & Company
Pennsylvania
$159K
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$151K +$79 +1 +0.1%
Franklin Resources
350
Franklin Resources
California
$134K