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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

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, 137 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
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
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$55.6M
2
GVAG
Great Valley Advisor Group
Delaware
+$11.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.6M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$5.15M
5
WWM
Waterway Wealth Management
Texas
+$5.08M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.9M
2
LPL Financial
LPL Financial
California
-$17.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$9.42M
4
WA
Win Advisors
Florida
-$8.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSMHT
326
Thurston Springer Miller Herd & Titak
Indiana
$246K – – –
PWM
327
PMG Wealth Management
Illinois
$246K – – –
BA
328
Bridgewater Advisors
New York
$245K -$20.3K -241 -8%
OWP
329
Obermeyer Wealth Partners
Colorado
$243K +$243K +2,964 New
DFS
330
Dixon Fnancial Services
California
$235K +$1.31K +16 +0.6%
AWA
331
Arkadios Wealth Advisors
Georgia
$233K +$1.31K +16 +0.6%
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 +$901 +11 +0.4%
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 -$266K -3,232 -55%
BPA
341
Beacon Pointe Advisors
California
$217K -$26.2K -319 -11%
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 +$184K +2,239 +604%
SIM
346
Studio Investment Management
Illinois
$214K +$214K +2,602 New
BOSSRA
347
B.O.S.S. Retirement Advisors
Utah
$210K -$40.1K -488 -16%
VPP
348
Vertex Planning Partners
Illinois
$208K +$246 +3 +0.1%
DIA
349
Dana Investment Advisors
Wisconsin
$208K – – –
Fiera Capital (Canada)
350
Fiera Capital (Canada)
Quebec, Canada
$205K +$205K +2,493 New
12 13
14
15 16