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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

425 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, 119 reducing their positions, and 21 closing their positions.

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
5.71%
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
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$173M
2
GVAG
2
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
5
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
2
LPL Financial
California
$267M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$759K
4
WA
4
Win Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$666K
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
401
Toth Financial Advisory
Virginia
$22K 268 – –
CWM
402
Centricity Wealth Management
Ohio
$20.5K 250 – –
TCOV
403
Trust Company of Vermont
Vermont
$20.2K 246 – –
MSWA
404
Marshall & Sterling Wealth Advisors
New York
$17.6K 215 +1 +0.5%
JFA
405
JNBA Financial Advisors
Minnesota
$15.9K 193 – –
SS
406
Sunbelt Securities
Texas
$15.1K 194 – –
SIC
407
SJS Investment Consulting
Ohio
$15K 182 – –
IAS
408
IMA Advisory Services
Colorado
$14K 171 – –
CT
409
Colonial Trust
South Carolina
$13.4K 164 – –
FDW
410
Fourth Dimension Wealth
Ohio
$13.1K 160 – –
SIS
411
Sound Income Strategies
Florida
$8.96K 109 +3 +3%
LFA
412
Legend Financial Advisors
Pennsylvania
$8.54K 104 +104 New
BNP Paribas Financial Markets
413
BNP Paribas Financial Markets
France
$8.46K 103 +103 New
ACA
414
American Capital Advisory
Idaho
$7.07K 86 – –
S
415
SignatureFD
Georgia
$6.93K 84 -1,364 -94%
BLC
416
Brown, Lisle/Cummings
Rhode Island
$4.11K 50 – –
ADL
417
Asset Dedication LLC
California
$3.62K 44 – –
AAP
418
Arax Advisory Partners
Colorado
$2.22K 27 – –
FP
419
Financial Perspectives
Minnesota
$1.31K 16 – –
CMP
420
Coston McIsaac & Partners
Maine
$1K 16 – –
DFA
421
DHJJ Financial Advisors
Illinois
$986 12 – –
TPCW
422
TD Private Client Wealth
New York
$821 10 +10 New
BWL
423
Bogart Wealth LLC
Virginia
$746 9 +3 +50%
HNB
424
Huntington National Bank
Ohio
– – – –
RCM
425
Raleigh Capital Management
North Carolina
$76 1 +1 New
14 15 16
17
18