DLN icon

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 %
SMA
351
Sage Mountain Advisors
Georgia
$130K
ACA
352
Aptus Capital Advisors
Alabama
$124K +$96.2K +1,212 +342%
IA
353
IFP Advisors
Florida
$123K +$3.65K +46 +3%
OP
354
ORG Partners
Indiana
$119K
JEST
355
JTC Employer Solutions Trustee
Jersey
$116K
S
356
SignatureFD
Georgia
$115K
NWMP
357
Noble Wealth Management PBC
Colorado
$114K -$21.7K -273 -16%
CFO
358
CVA Family Office
Colorado
$113K
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.2K
WTA
360
Washington Trust Advisors
Massachusetts
$93.3K -$11.9K -150 -11%
PA
361
PSI Advisors
Florida
$92.5K
CFB
362
Cullen/Frost Bankers
Texas
$79.1K
CVM
363
Cheviot Value Management
California
$75.6K +$75.6K +974 New
GI
364
GAMMA Investing
California
$74.9K
OIA
365
Optimum Investment Advisors
Illinois
$73.8K
CAM
366
Costello Asset Management
Pennsylvania
$72.3K +$72.3K +911 New
AF
367
Advisornet Financial
Minnesota
$71.6K
BCWM
368
Bartlett & Co Wealth Management
Ohio
$71.4K
FMTCOCP
369
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70K
IWM
370
Inlight Wealth Management
Georgia
$67.5K +$67.5K +851 New
BONH
371
Bank of New Hampshire
New Hampshire
$64.3K
T
372
Transce3nd
Texas
$62.8K -$16K -201 -20%
GIA
373
GHP Investment Advisors
Colorado
$59.4K
CFD
374
Creative Financial Designs
Indiana
$54.6K +$20.9K +263 +62%
GSWM
375
Golden State Wealth Management
California
$53.7K