DLN icon

WisdomTree US LargeCap Dividend Fund

432 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
VPP
351
Vertex Planning Partners
Illinois
$221K
Vanguard Group
352
Vanguard Group
Pennsylvania
$218K
Fiera Capital (Canada)
353
Fiera Capital (Canada)
Quebec, Canada
$217K
EDRH
354
Edmond de Rothschild Holding
Switzerland
$216K
KBFS
355
Kohmann Bosshard Financial Services
Ohio
$212K
PWA
356
PCG Wealth Advisors
Kansas
$212K
NS
357
NBC Securities
Alabama
$211K
MC
358
Moors & Cabot
Massachusetts
$210K
APA
359
Astoria Portfolio Advisors
New York
$209K
DC
360
Davenport & Co
Virginia
$207K
ONB
361
Old National Bancorp
Indiana
$206K
SLT
362
St Louis Trust
Missouri
$205K
DIA
363
Dana Investment Advisors
Wisconsin
$204K
SWM
364
Spire Wealth Management
Virginia
$189K
RBC
365
Roble Belko & Company
Pennsylvania
$174K
FMTCOCP
366
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$171K
Qube Research & Technologies (QRT)
367
Qube Research & Technologies (QRT)
United Kingdom
$170K
Bank of Montreal
368
Bank of Montreal
Ontario, Canada
$157K
Franklin Resources
369
Franklin Resources
California
$147K
HR
370
Howe & Rusling
New York
$141K
IA
371
IFP Advisors
Florida
$135K
GI
372
GAMMA Investing
California
$134K
OP
373
ORG Partners
Indiana
$131K
JEST
374
JTC Employer Solutions Trustee
Jersey
$127K
NWMP
375
Noble Wealth Management PBC
Colorado
$125K