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WisdomTree US LargeCap Dividend Fund

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, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
GI
376
GAMMA Investing
California
$77.5K
OIA
377
Optimum Investment Advisors
Illinois
$76.4K
CAM
378
Costello Asset Management
Pennsylvania
$75.2K
AF
379
Advisornet Financial
Minnesota
$74.2K
BCWM
380
Bartlett & Co Wealth Management
Ohio
$73.9K
IWM
381
Inlight Wealth Management
Georgia
$69.9K
RIM
382
Ryan Investment Management
Colorado
$66.9K
BONH
383
Bank of New Hampshire
New Hampshire
$66.5K
T
384
Transce3nd
Texas
$64.5K
GIA
385
GHP Investment Advisors
Colorado
$61.5K
CFD
386
Creative Financial Designs
Indiana
$59.4K
AAS
387
Ameritas Advisory Services
Nebraska
$57.9K
FHA
388
First Horizon Advisors
Tennessee
$55K
AAG
389
Armstrong Advisory Group
Massachusetts
$52.2K
CT
390
Coastline Trust
Rhode Island
$49.3K
AF
391
Allworth Financial
California
$48.1K
TFGT
392
TS Financial Group (TSFG)
Illinois
$48K
VC
393
Vestor Capital
Illinois
$43K
FGA
394
Fortis Group Advisors
New Jersey
$41.1K
HAP
395
Harbor Asset Planning
Massachusetts
$40.7K
RI
396
Ridgewood Investments
New Jersey
$36.1K
CFP
397
Comprehensive Financial Planning
Pennsylvania
$35.8K
VNA
398
Valley National Advisers
Pennsylvania
$33K
GSWM
399
Golden State Wealth Management
California
$32.9K
LAMC
400
Longview Asset Management (California)
California
$32.9K