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WisdomTree US LargeCap Dividend Fund

430 hedge funds and large institutions have $3.3B 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
430
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
CFB
376
Cullen/Frost Bankers
Texas
$81.8K
GI
377
GAMMA Investing
California
$77.5K
OIA
378
Optimum Investment Advisors
Illinois
$76.4K
CAM
379
Costello Asset Management
Pennsylvania
$75.2K
AF
380
Advisornet Financial
Minnesota
$74.2K
BCWM
381
Bartlett & Co Wealth Management
Ohio
$73.9K
IWM
382
Inlight Wealth Management
Georgia
$69.9K
RIM
383
Ryan Investment Management
Colorado
$66.9K
BONH
384
Bank of New Hampshire
New Hampshire
$66.5K
T
385
Transce3nd
Texas
$64.5K
GIA
386
GHP Investment Advisors
Colorado
$61.5K
CFD
387
Creative Financial Designs
Indiana
$59.4K
AAS
388
Ameritas Advisory Services
Nebraska
$57.9K
FHA
389
First Horizon Advisors
Tennessee
$55K
AAG
390
Armstrong Advisory Group
Massachusetts
$52.2K
CT
391
Coastline Trust
Rhode Island
$49.3K
AF
392
Allworth Financial
California
$48.1K
TFGT
393
TS Financial Group (TSFG)
Illinois
$48K
VC
394
Vestor Capital
Illinois
$43K
FGA
395
Fortis Group Advisors
New Jersey
$41.1K
HAP
396
Harbor Asset Planning
Massachusetts
$40.7K
RI
397
Ridgewood Investments
New Jersey
$36.1K
CFP
398
Comprehensive Financial Planning
Pennsylvania
$35.8K
VNA
399
Valley National Advisers
Pennsylvania
$33K
GSWM
400
Golden State Wealth Management
California
$32.9K