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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

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, 137 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
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
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$55.6M
2
GVAG
Great Valley Advisor Group
Delaware
+$11.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.6M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$5.15M
5
WWM
Waterway Wealth Management
Texas
+$5.08M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.9M
2
LPL Financial
LPL Financial
California
-$17.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$9.42M
4
WA
Win Advisors
Florida
-$8.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
351
Edmond de Rothschild Holding
Switzerland
$204K – – –
APA
352
Astoria Portfolio Advisors
New York
$203K +$203K +2,408 New
PWA
353
PCG Wealth Advisors
Kansas
$201K +$201K +2,451 New
KBFS
354
Kohmann Bosshard Financial Services
Ohio
$200K +$200K +2,440 New
NS
355
NBC Securities
Alabama
$199K -$16.4K -200 -8%
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 +$88.7K +1,080 +123%
Bessemer Group
359
Bessemer Group
New Jersey
$148K +$148K +1,799 New
Bank of Montreal
360
Bank of Montreal
Ontario, Canada
$148K -$8.3K -101 -5%
CT
361
Clearstead Trust
Maine
$143K +$143K +1,742 New
Mirae Asset Global Investments
362
Mirae Asset Global Investments
South Korea
$140K -$246K -3,000 -64%
Franklin Resources
363
Franklin Resources
California
$138K – – –
HR
364
Howe & Rusling
New York
$133K +$133K +1,618 New
IA
365
IFP Advisors
Florida
$127K +$329 +4 +0.3%
PMFA
366
Plante Moran Financial Advisors
Michigan
$125K +$102K +1,236 +441%
OP
367
ORG Partners
Indiana
$124K – – –
ACA
368
Aptus Capital Advisors
Alabama
$123K -$5.91K -72 -5%
JEST
369
JTC Employer Solutions Trustee
Jersey
$120K – – –
Qube Research & Technologies (QRT)
370
Qube Research & Technologies (QRT)
United Kingdom
$118K +$101K +1,234 +623%
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 -$8.21K -100 -9%
CVM
374
Cheviot Value Management
California
$81.9K – – –
CFB
375
Cullen/Frost Bankers
Texas
$81.8K – – –
13 14
15
16 17