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WisdomTree US LargeCap Dividend Fund

432 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
MSA
326
Marino Stram & Associates
Massachusetts
$268K
ISFAN
327
Investor's Fiduciary Advisor Network
Washington
$267K
GC
328
Guidance Capital
Kentucky
$266K
FC
329
Fusion Capital
South Carolina
$266K
AFO
330
Arrowroot Family Office
California
$263K
PWM
331
PMG Wealth Management
Illinois
$260K
ACP
332
Aviance Capital Partners
Florida
$259K
SIM
333
Studio Investment Management
Illinois
$257K
CAG
334
Csenge Advisory Group
Florida
$251K
DFS
335
Dixon Fnancial Services
California
$250K
JWM
336
JGP Wealth Management
Oregon
$250K
AWA
337
Arkadios Wealth Advisors
Georgia
$249K
TIA
338
Tiemann Investment Advisors
California
$246K
FFN
339
Focus Financial Network
Minnesota
$244K
MFWP
340
Mosaic Family Wealth Partners
Missouri
$242K
KCIC
341
Kuhn & Co Investment Counsel
Illinois
$237K
PIM
342
Pullen Investment Management
Florida
$237K
NCMW
343
Northern Capital Management (Washington)
Washington
$236K
GC
344
Garde Capital
Washington
$235K
NWM
345
Nova Wealth Management
Florida
$232K
SMC
346
Smith, Moore & Co
Missouri
$229K
BFW
347
Brady Family Wealth
Missouri
$228K
UWM
348
USAdvisors Wealth Management
Minnesota
$227K
BPA
349
Beacon Pointe Advisors
California
$227K
PWM
350
Prosperity Wealth Management
California
$221K