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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

425 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, 119 reducing their positions, and 21 closing their positions.

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
5.71%
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
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$173M
2
GVAG
2
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
5
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
2
LPL Financial
California
$267M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$759K
4
WA
4
Win Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$666K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
426
Win Advisors
Florida
– – -112,987 Closed
GS
427
GTS Securities
New York
– – -24,528 Closed
Thrivent Financial for Lutherans
428
Thrivent Financial for Lutherans
Minnesota
– – -19,380 Closed
ACM
429
Advisors Capital Management
New Jersey
– – -12,724 Closed
SA
430
Sovran Advisors
California
– – -12,586 Closed
AP
431
Advisors Preferred
Maryland
– – -6,693 Closed
SYBT
432
Stock Yards Bank & Trust
Kentucky
– – -6,230 Closed
ARC
433
Advisor Resource Council
Texas
– – -5,926 Closed
FCI
434
Financial Counselors Inc
Kansas
– – -3,982 Closed
BIG
435
Brookwood Investment Group
Arizona
– – -2,998 Closed
AFM
436
Armstrong Fleming & Moore
District of Columbia
– – -2,963 Closed
CCMG
437
Clark Capital Management Group
Pennsylvania
– – -2,639 Closed
EWM
438
Empirical Wealth Management
Washington
– – -2,633 Closed
CIA
439
Capital Investment Advisors
Georgia
– – -2,601 Closed
PWP
440
Precedent Wealth Partners
Texas
– – -2,561 Closed
SMA
441
Sage Mountain Advisors
Georgia
– – -1,634 Closed
PA
442
PSI Advisors
Florida
– – -1,166 Closed
PWMG
443
Prestige Wealth Management Group
New Jersey
– – -600 Closed
CIAS
444
Capital Investment Advisory Services
North Carolina
– – -212 Closed
RMP
445
Richards, Merrill & Peterson
Washington
– – -128 Closed
GJIA
446
Glass Jacobson Investment Advisors
Maryland
– – -120 Closed
Simplex Trading
447
Simplex Trading
Illinois
$0 1 +1 New
14 15 16 17
18