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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
EDRH
351
Edmond de Rothschild Holding
Switzerland
$204K
APA
352
Astoria Portfolio Advisors
New York
$203K
PWA
353
PCG Wealth Advisors
Kansas
$201K
KBFS
354
Kohmann Bosshard Financial Services
Ohio
$200K
NS
355
NBC Securities
Alabama
$199K
SWM
356
Spire Wealth Management
Virginia
$178K
RBC
357
Roble Belko & Company
Pennsylvania
$164K
FMTCOCP
358
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$161K
Bessemer Group
359
Bessemer Group
New Jersey
$148K
Bank of Montreal
360
Bank of Montreal
Ontario, Canada
$148K
CT
361
Clearstead Trust
Maine
$143K
Mirae Asset Global Investments
362
Mirae Asset Global Investments
South Korea
$140K
Franklin Resources
363
Franklin Resources
California
$138K
HR
364
Howe & Rusling
New York
$133K
IA
365
IFP Advisors
Florida
$127K
PMFA
366
Plante Moran Financial Advisors
Michigan
$125K
OP
367
ORG Partners
Indiana
$124K
ACA
368
Aptus Capital Advisors
Alabama
$123K
JEST
369
JTC Employer Solutions Trustee
Jersey
$120K
Qube Research & Technologies (QRT)
370
Qube Research & Technologies (QRT)
United Kingdom
$118K
CFO
371
CVA Family Office
Colorado
$117K
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.6K
WTA
373
Washington Trust Advisors
Massachusetts
$88.3K
CVM
374
Cheviot Value Management
California
$81.9K
CFB
375
Cullen/Frost Bankers
Texas
$81.8K