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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

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
–

Top Buyers

1
TC
Trilogy Capital
California
+$93.5M
2
LPL Financial
LPL Financial
California
+$39.3M
3
CA
Clearstead Advisors
Ohio
+$25M
4
Osaic Holdings
Osaic Holdings
Arizona
+$19.8M
5
WA
Win Advisors
Florida
+$8.97M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$53.4M
2
ACM
Advisors Capital Management
New Jersey
-$47.8M
3
Ameriprise
Ameriprise
Minnesota
-$27.2M
4
AP
Advisors Preferred
Maryland
-$8.38M
5
BHB
Bank Hapoalim BM
Israel
-$7.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
401
IMA Advisory Services
Colorado
$13.6K +$13.6K +171 New
CT
402
Colonial Trust
South Carolina
$12.9K – – –
FDW
403
Fourth Dimension Wealth
Ohio
$12.7K – – –
Q1WB
404
Quest 10 Wealth Builders
Virginia
$11K -$1.19K -15 -10%
RMP
405
Richards, Merrill & Peterson
Washington
$10.2K – – –
GJIA
406
Glass Jacobson Investment Advisors
Maryland
$9.34K – – –
SIS
407
Sound Income Strategies
Florida
$8.41K – – –
ACA
408
American Capital Advisory
Idaho
$6.83K – – –
BLC
409
Brown, Lisle/Cummings
Rhode Island
$3.97K – – –
ADL
410
Asset Dedication LLC
California
$3.49K – – –
AAP
411
Arax Advisory Partners
Colorado
$2.14K +$2.14K +27 New
FP
412
Financial Perspectives
Minnesota
$1.27K – – –
CMP
413
Coston McIsaac & Partners
Maine
$1K – – –
DFA
414
DHJJ Financial Advisors
Illinois
$953 – – –
BWL
415
Bogart Wealth LLC
Virginia
$478 +$319 +4 +200%
HNB
416
Huntington National Bank
Ohio
$79 -$78 – –
BHB
417
Bank Hapoalim BM
Israel
– -$7.35M -94,500 Closed
SNWA
418
Siligmueller & Norvid Wealth Advisors
Illinois
– -$564K -7,248 Closed
SLT
419
St Louis Trust
Missouri
– -$367K -4,720 Closed
Citadel Advisors
420
Citadel Advisors
Florida
– -$327K -4,200 Closed
SFG
421
Seamount Financial Group
Colorado
– -$311K -4,000 Closed
UCFA
422
United Capital Financial Advisors
Texas
– -$293K -3,769 Closed
ES
423
Eagle Strategies
New York
– -$226K -2,907 Closed
CIC
424
Carnegie Investment Counsel
Ohio
– -$217K -2,786 Closed
KBFS
425
Kohmann Bosshard Financial Services
Ohio
– -$190K -2,440 Closed
14 15 16
17
18