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WisdomTree US LargeCap Dividend Fund

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
376
First Horizon Advisors
Tennessee
$53.2K
AAG
377
Armstrong Advisory Group
Massachusetts
$49.5K
CT
378
Coastline Trust
Rhode Island
$47.6K
PWMG
379
Prestige Wealth Management Group
New Jersey
$47.6K
TFGT
380
TS Financial Group (TSFG)
Illinois
$46K +$159 +2 +0.3%
FGA
381
Fortis Group Advisors
New Jersey
$39.7K
RI
382
Ridgewood Investments
New Jersey
$34.9K
CFP
383
Comprehensive Financial Planning
Pennsylvania
$34.4K +$79 +1 +0.2%
VNA
384
Valley National Advisers
Pennsylvania
$32K
LAMC
385
Longview Asset Management (California)
California
$31.7K -$3.81K -48 -11%
NWM
386
Nova Wealth Management
Florida
$29.4K +$29.4K +371 New
National Bank of Canada
387
National Bank of Canada
Quebec, Canada
$26.7K
CAL
388
Capital Advisors Ltd
Ohio
$25K
CPG
389
Cornerstone Planning Group
New Jersey
$22.4K +$22.4K +297 New
PMFA
390
Plante Moran Financial Advisors
Michigan
$22.2K +$22.2K +280 New
TFA
391
Toth Financial Advisory
Virginia
$21.3K
CWM
392
Centricity Wealth Management
Ohio
$19.8K
TCOV
393
Trust Company of Vermont
Vermont
$19.5K
AF
394
Allworth Financial
California
$18.7K
MSWA
395
Marshall & Sterling Wealth Advisors
New York
$17K +$79 +1 +0.5%
CIAS
396
Capital Investment Advisory Services
North Carolina
$16.8K -$28.9K -364 -63%
Qube Research & Technologies (QRT)
397
Qube Research & Technologies (QRT)
United Kingdom
$15.7K +$15.7K +198 New
SS
398
Sunbelt Securities
Texas
$15.4K
JFA
399
JNBA Financial Advisors
Minnesota
$15.3K -$1.03K -13 -6%
SIC
400
SJS Investment Consulting
Ohio
$14.4K