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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
IWM
401
Inlight Wealth Management
Georgia
$75K
CIAS
402
Capital Investment Advisory Services
North Carolina
$74.2K
LWM
403
Lodestone Wealth Management
Washington
$68K
GIA
404
GHP Investment Advisors
Colorado
$65.9K
MB
405
MidFirst Bank
Oklahoma
$65.2K
CFD
406
Creative Financial Designs
Indiana
$60K
FHC
407
First Horizon Corporation
Tennessee
$59K
UBS AM
408
UBS AM
Illinois
$57.1K
AAG
409
Armstrong Advisory Group
Massachusetts
$56K
CT
410
Coastline Trust
Rhode Island
$52.8K
HAP
411
Harbor Asset Planning
Massachusetts
$44.1K
FGA
412
Fortis Group Advisors
New Jersey
$44K
QA
413
Quattro Advisors
Pennsylvania
$39.8K
CFP
414
Comprehensive Financial Planning
Pennsylvania
$38.8K
TFGT
415
TS Financial Group (TSFG)
Illinois
$36K
VNA
416
Valley National Advisers
Pennsylvania
$36K
GSWM
417
Golden State Wealth Management
California
$35.2K
LAMC
418
Longview Asset Management (California)
California
$35.2K
GF
419
GGM Financials
Ohio
$29.7K
CAL
420
Capital Advisors Ltd
Ohio
$28K
CPG
421
Cornerstone Planning Group
New Jersey
$26.9K
DF
422
Dunhill Financial
United Kingdom
$25.8K
PMFA
423
Plante Moran Financial Advisors
Michigan
$24.7K
SAM
424
Smartleaf Asset Management
Massachusetts
$24.4K
TFA
425
Toth Financial Advisory
Virginia
$23.6K