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WisdomTree US LargeCap Dividend Fund

453 hedge funds and large institutions have $4.05B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
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
CAM
401
Costello Asset Management
Pennsylvania
$81.2K
BCWM
402
Bartlett & Co Wealth Management
Ohio
$79.3K
AF
403
Allworth Financial
California
$75.3K
IWM
404
Inlight Wealth Management
Georgia
$75K
CIAS
405
Capital Investment Advisory Services
North Carolina
$74.2K
BONH
406
Bank of New Hampshire
New Hampshire
$71.3K
LWM
407
Lodestone Wealth Management
Washington
$68K
GIA
408
GHP Investment Advisors
Colorado
$65.9K
MB
409
MidFirst Bank
Oklahoma
$65.2K
CFD
410
Creative Financial Designs
Indiana
$60K
FHC
411
First Horizon Corporation
Tennessee
$59K
UBS AM
412
UBS AM
Illinois
$57.1K
AAG
413
Armstrong Advisory Group
Massachusetts
$56K
CT
414
Coastline Trust
Rhode Island
$52.8K
HAP
415
Harbor Asset Planning
Massachusetts
$44.1K
FGA
416
Fortis Group Advisors
New Jersey
$44K
QA
417
Quattro Advisors
Pennsylvania
$39.8K
CFP
418
Comprehensive Financial Planning
Pennsylvania
$38.8K
TFGT
419
TS Financial Group (TSFG)
Illinois
$36K
VNA
420
Valley National Advisers
Pennsylvania
$36K
GSWM
421
Golden State Wealth Management
California
$35.2K
LAMC
422
Longview Asset Management (California)
California
$35.2K
GF
423
GGM Financials
Ohio
$29.7K
CAL
424
Capital Advisors Ltd
Ohio
$28K
CPG
425
Cornerstone Planning Group
New Jersey
$26.9K