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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 %
National Bank of Canada
401
National Bank of Canada
Quebec, Canada
$27.6K – – –
CAL
402
Capital Advisors Ltd
Ohio
$26K – – –
CPG
403
Cornerstone Planning Group
New Jersey
$24.7K – – –
TFA
404
Toth Financial Advisory
Virginia
$22K – – –
CWM
405
Centricity Wealth Management
Ohio
$20.5K – – –
TCOV
406
Trust Company of Vermont
Vermont
$20.2K – – –
MSWA
407
Marshall & Sterling Wealth Advisors
New York
$17.6K +$82 +1 +0.5%
JFA
408
JNBA Financial Advisors
Minnesota
$15.9K – – –
SS
409
Sunbelt Securities
Texas
$15.1K – – –
SIC
410
SJS Investment Consulting
Ohio
$15K – – –
IAS
411
IMA Advisory Services
Colorado
$14K – – –
CT
412
Colonial Trust
South Carolina
$13.4K – – –
FDW
413
Fourth Dimension Wealth
Ohio
$13.1K – – –
SIS
414
Sound Income Strategies
Florida
$8.96K +$246 +3 +3%
LFA
415
Legend Financial Advisors
Pennsylvania
$8.54K +$8.54K +104 New
BNP Paribas Financial Markets
416
BNP Paribas Financial Markets
France
$8.46K +$8.46K +103 New
ACA
417
American Capital Advisory
Idaho
$7.07K – – –
S
418
SignatureFD
Georgia
$6.93K -$113K -1,364 -94%
BLC
419
Brown, Lisle/Cummings
Rhode Island
$4.11K – – –
ADL
420
Asset Dedication LLC
California
$3.62K – – –
AAP
421
Arax Advisory Partners
Colorado
$2.22K – – –
FP
422
Financial Perspectives
Minnesota
$1.31K – – –
CMP
423
Coston McIsaac & Partners
Maine
$1K – – –
DFA
424
DHJJ Financial Advisors
Illinois
$986 – – –
TPCW
425
TD Private Client Wealth
New York
$821 +$821 +10 New
14 15 16
17
18