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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

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, 137 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$55.6M
2
GVAG
Great Valley Advisor Group
Delaware
+$11.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.6M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$5.15M
5
WWM
Waterway Wealth Management
Texas
+$5.08M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.9M
2
LPL Financial
LPL Financial
California
-$17.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$9.42M
4
WA
Win Advisors
Florida
-$8.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
376
GAMMA Investing
California
$77.5K – – –
OIA
377
Optimum Investment Advisors
Illinois
$76.4K – – –
CAM
378
Costello Asset Management
Pennsylvania
$75.2K +$329 +4 +0.4%
AF
379
Advisornet Financial
Minnesota
$74.2K +$82 +1 +0.1%
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 +$66.9K +814 New
BONH
383
Bank of New Hampshire
New Hampshire
$66.5K – – –
T
384
Transce3nd
Texas
$64.5K -$493 -6 -0.8%
GIA
385
GHP Investment Advisors
Colorado
$61.5K – – –
CFD
386
Creative Financial Designs
Indiana
$59.4K +$2.88K +35 +5%
AAS
387
Ameritas Advisory Services
Nebraska
$57.9K -$313K -3,807 -84%
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 +$27.9K +340 +138%
TFGT
392
TS Financial Group (TSFG)
Illinois
$48K +$165 +2 +0.3%
VC
393
Vestor Capital
Illinois
$43K -$2.17M -12,771 -98%
FGA
394
Fortis Group Advisors
New Jersey
$41.1K – – –
HAP
395
Harbor Asset Planning
Massachusetts
$40.7K +$40.7K +495 New
RI
396
Ridgewood Investments
New Jersey
$36.1K – – –
CFP
397
Comprehensive Financial Planning
Pennsylvania
$35.8K +$246 +3 +0.7%
VNA
398
Valley National Advisers
Pennsylvania
$33K – – –
GSWM
399
Golden State Wealth Management
California
$32.9K -$22.8K -277 -41%
LAMC
400
Longview Asset Management (California)
California
$32.9K – – –
14 15
16
17 18