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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
TTWM
376
TCV Trust & Wealth Management
Virginia
$200K
SWM
377
Spire Wealth Management
Virginia
$191K
RBC
378
Roble Belko & Company
Pennsylvania
$176K
Bank of Montreal
379
Bank of Montreal
Ontario, Canada
$159K
Franklin Resources
380
Franklin Resources
California
$149K
HR
381
Howe & Rusling
New York
$143K
FMTCOCP
382
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137K
GI
383
GAMMA Investing
California
$136K
OP
384
ORG Partners
Indiana
$132K
Qube Research & Technologies (QRT)
385
Qube Research & Technologies (QRT)
United Kingdom
$130K
JEST
386
JTC Employer Solutions Trustee
Jersey
$129K
NWMP
387
Noble Wealth Management PBC
Colorado
$127K
CFO
388
CVA Family Office
Colorado
$126K
IA
389
IFP Advisors
Florida
$123K
AC
390
AlphaCore Capital
California
$117K
FF
391
Frankly Finances
Florida
$114K
FDCDDQ
392
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K
CSB
393
City State Bank
Iowa
$97.8K
CT
394
Clearstead Trust
Maine
$96.8K
WTA
395
Washington Trust Advisors
Massachusetts
$94.7K
CVM
396
Cheviot Value Management
California
$88.1K
CFB
397
Cullen/Frost Bankers
Texas
$87.7K
CAM
398
Costello Asset Management
Pennsylvania
$81.2K
BCWM
399
Bartlett & Co Wealth Management
Ohio
$79.3K
AF
400
Allworth Financial
California
$75.3K