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WisdomTree US LargeCap Dividend Fund

430 hedge funds and large institutions have $3.3B 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
430
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
Fiera Capital (Canada)
351
Fiera Capital (Canada)
Quebec, Canada
$205K
EDRH
352
Edmond de Rothschild Holding
Switzerland
$204K
APA
353
Astoria Portfolio Advisors
New York
$203K
PWA
354
PCG Wealth Advisors
Kansas
$201K
KBFS
355
Kohmann Bosshard Financial Services
Ohio
$200K
NS
356
NBC Securities
Alabama
$199K
SWM
357
Spire Wealth Management
Virginia
$178K
RBC
358
Roble Belko & Company
Pennsylvania
$164K
FMTCOCP
359
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$161K
Bessemer Group
360
Bessemer Group
New Jersey
$148K
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
$148K
CT
362
Clearstead Trust
Maine
$143K
Mirae Asset Global Investments
363
Mirae Asset Global Investments
South Korea
$140K
Franklin Resources
364
Franklin Resources
California
$138K
HR
365
Howe & Rusling
New York
$133K
IA
366
IFP Advisors
Florida
$127K
PMFA
367
Plante Moran Financial Advisors
Michigan
$125K
OP
368
ORG Partners
Indiana
$124K
ACA
369
Aptus Capital Advisors
Alabama
$123K
JEST
370
JTC Employer Solutions Trustee
Jersey
$120K
Qube Research & Technologies (QRT)
371
Qube Research & Technologies (QRT)
United Kingdom
$118K
CFO
372
CVA Family Office
Colorado
$117K
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.6K
WTA
374
Washington Trust Advisors
Massachusetts
$88.3K
CVM
375
Cheviot Value Management
California
$81.9K