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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

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, 137 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
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
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$55.6M
2
GVAG
Great Valley Advisor Group
Delaware
+$11.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.6M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$5.15M
5
WWM
Waterway Wealth Management
Texas
+$5.08M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.9M
2
LPL Financial
LPL Financial
California
-$17.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$9.42M
4
WA
Win Advisors
Florida
-$8.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
426
Bogart Wealth LLC
Virginia
$746 +$249 +3 +50%
HNB
427
Huntington National Bank
Ohio
$82 -$79 – –
RCM
428
Raleigh Capital Management
North Carolina
$76 +$76 +1 New
WA
429
Win Advisors
Florida
– -$8.97M -112,987 Closed
GS
430
GTS Securities
New York
– -$1.95M -24,528 Closed
Thrivent Financial for Lutherans
431
Thrivent Financial for Lutherans
Minnesota
– -$1.57M -19,380 Closed
ACM
432
Advisors Capital Management
New Jersey
– -$1.01M -12,724 Closed
SA
433
Sovran Advisors
California
– -$941K -12,586 Closed
AP
434
Advisors Preferred
Maryland
– -$531K -6,693 Closed
SYBT
435
Stock Yards Bank & Trust
Kentucky
– -$494K -6,230 Closed
ARC
436
Advisor Resource Council
Texas
– -$455K -5,926 Closed
FCI
437
Financial Counselors Inc
Kansas
– -$316K -3,982 Closed
BIG
438
Brookwood Investment Group
Arizona
– -$238K -2,998 Closed
AFM
439
Armstrong Fleming & Moore
District of Columbia
– -$235K -2,963 Closed
CCMG
440
Clark Capital Management Group
Pennsylvania
– -$209K -2,639 Closed
EWM
441
Empirical Wealth Management
Washington
– -$209K -2,633 Closed
CIA
442
Capital Investment Advisors
Georgia
– -$206K -2,601 Closed
PWP
443
Precedent Wealth Partners
Texas
– -$203K -2,561 Closed
SMA
444
Sage Mountain Advisors
Georgia
– -$130K -1,634 Closed
PA
445
PSI Advisors
Florida
– -$92.5K -1,166 Closed
PWMG
446
Prestige Wealth Management Group
New Jersey
– -$47.6K -600 Closed
CIAS
447
Capital Investment Advisory Services
North Carolina
– -$16.8K -212 Closed
RMP
448
Richards, Merrill & Peterson
Washington
– -$10.2K -128 Closed
GJIA
449
Glass Jacobson Investment Advisors
Maryland
– -$9.34K -120 Closed
14 15 16 17
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