DLN icon

WisdomTree US LargeCap Dividend Fund

431 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
$29.2K
CAL
402
Capital Advisors Ltd
Ohio
$28K
DF
403
Dunhill Financial
United Kingdom
$25.5K
CIAS
404
Capital Investment Advisory Services
North Carolina
$25.2K
PMFA
405
Plante Moran Financial Advisors
Michigan
$24.4K
TFA
406
Toth Financial Advisory
Virginia
$23.3K
TCOV
407
Trust Company of Vermont
Vermont
$21.4K
MSWA
408
Marshall & Sterling Wealth Advisors
New York
$18.8K
Russell Investments Group
409
Russell Investments Group
United Kingdom
$18.4K
SS
410
Sunbelt Securities
Texas
$17.1K
CPG
411
Cornerstone Planning Group
New Jersey
$16.4K
SIC
412
SJS Investment Consulting
Ohio
$15.8K
JFA
413
JNBA Financial Advisors
Minnesota
$15.1K
IAS
414
IMA Advisory Services
Colorado
$14.9K
CT
415
Colonial Trust
South Carolina
$14.2K
Bessemer Group
416
Bessemer Group
New Jersey
$13K
Q1WB
417
Quest 10 Wealth Builders
Virginia
$12.2K
AF
418
Advisornet Financial
Minnesota
$11.2K
SIS
419
Sound Income Strategies
Florida
$9.45K
ACA
420
American Capital Advisory
Idaho
$7.49K
S
421
SignatureFD
Georgia
$7.38K
BLC
422
Brown, Lisle/Cummings
Rhode Island
$4.35K
Simplex Trading
423
Simplex Trading
Illinois
$4K
ADL
424
Asset Dedication LLC
California
$3.83K
ASN
425
Advisory Services Network
Georgia
$1.85K