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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

425 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, 119 reducing their positions, and 21 closing their positions.

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
5.71%
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
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$173M
2
GVAG
2
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
5
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
2
LPL Financial
California
$267M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$759K
4
WA
4
Win Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$666K
Name Market Value Shares Shares
Change 		Shares
Change %
KBFS
351
Kohmann Bosshard Financial Services
Ohio
$200K 2,440 +2,440 New
NS
352
NBC Securities
Alabama
$199K 2,425 -200 -8%
SWM
353
Spire Wealth Management
Virginia
$178K 2,168 – –
RBC
354
Roble Belko & Company
Pennsylvania
$164K 2,000 – –
FMTCOCP
355
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$161K 1,960 +1,080 +123%
Bessemer Group
356
Bessemer Group
New Jersey
$148K 1,799 +1,799 New
Bank of Montreal
357
Bank of Montreal
Ontario, Canada
$148K 1,800 -101 -5%
CT
358
Clearstead Trust
Maine
$143K 1,742 +1,742 New
Mirae Asset Global Investments
359
Mirae Asset Global Investments
South Korea
$140K 1,700 -3,000 -64%
Franklin Resources
360
Franklin Resources
California
$138K 1,686 – –
HR
361
Howe & Rusling
New York
$133K 1,618 +1,618 New
IA
362
IFP Advisors
Florida
$127K 1,552 +4 +0.3%
PMFA
363
Plante Moran Financial Advisors
Michigan
$125K 1,516 +1,236 +441%
OP
364
ORG Partners
Indiana
$124K 1,500 – –
ACA
365
Aptus Capital Advisors
Alabama
$123K 1,494 -72 -5%
JEST
366
JTC Employer Solutions Trustee
Jersey
$120K 1,465 – –
Qube Research & Technologies (QRT)
367
Qube Research & Technologies (QRT)
United Kingdom
$118K 1,432 +1,234 +623%
CFO
368
CVA Family Office
Colorado
$117K 1,426 – –
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.6K 1,200 – –
WTA
370
Washington Trust Advisors
Massachusetts
$88.3K 1,075 -100 -9%
CVM
371
Cheviot Value Management
California
$81.9K 974 – –
CFB
372
Cullen/Frost Bankers
Texas
$81.8K 996 – –
GI
373
GAMMA Investing
California
$77.5K 944 – –
OIA
374
Optimum Investment Advisors
Illinois
$76.4K 930 – –
CAM
375
Costello Asset Management
Pennsylvania
$75.2K 915 +4 +0.4%
13 14
15
16 17