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WisdomTree US LargeCap Dividend Fund

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, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
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
JFA
408
JNBA Financial Advisors
Minnesota
$15.9K
SS
409
Sunbelt Securities
Texas
$15.1K
SIC
410
SJS Investment Consulting
Ohio
$14.9K
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
LFA
415
Legend Financial Advisors
Pennsylvania
$8.54K
BNP Paribas Financial Markets
416
BNP Paribas Financial Markets
France
$8.46K
ACA
417
American Capital Advisory
Idaho
$7.07K
S
418
SignatureFD
Georgia
$6.93K
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