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WisdomTree US LargeCap Dividend Fund

449 hedge funds and large institutions have $4.03B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 113 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
UCFA
351
United Capital Financial Advisors
Texas
$246K
KCIC
352
Kuhn & Co Investment Counsel
Illinois
$240K
PIM
353
Pullen Investment Management
Florida
$240K
NCMW
354
Northern Capital Management (Washington)
Washington
$239K
GC
355
Garde Capital
Washington
$238K
NWM
356
Nova Wealth Management
Florida
$234K
SMC
357
Smith, Moore & Co
Missouri
$232K
CSP
358
Cary Street Partners
Virginia
$231K
BFW
359
Brady Family Wealth
Missouri
$231K
UWM
360
USAdvisors Wealth Management
Minnesota
$230K
BPA
361
Beacon Pointe Advisors
California
$229K
NS
362
NBC Securities
Alabama
$228K
IFWM
363
Institute for Wealth Management
Colorado
$227K
APA
364
Astoria Portfolio Advisors
New York
$224K
SHIM
365
Stone House Investment Management
Pennsylvania
$224K
VPP
366
Vertex Planning Partners
Illinois
$223K
Vanguard Group
367
Vanguard Group
Pennsylvania
$220K
Fiera Capital (Canada)
368
Fiera Capital (Canada)
Quebec, Canada
$220K
EDRH
369
Edmond de Rothschild Holding
Switzerland
$218K
DIA
370
Dana Investment Advisors
Wisconsin
$216K
PWA
371
PCG Wealth Advisors
Kansas
$216K
KBFS
372
Kohmann Bosshard Financial Services
Ohio
$215K
ONB
373
Old National Bancorp
Indiana
$208K
SLT
374
St Louis Trust
Missouri
$208K
BRWA
375
B. Riley Wealth Advisors
Florida
$201K