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WisdomTree US LargeCap Dividend Fund

430 hedge funds and large institutions have $3.3B 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
430
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
DFA
426
DHJJ Financial Advisors
Illinois
$986
TPCW
427
TD Private Client Wealth
New York
$821
BWL
428
Bogart Wealth LLC
Virginia
$746
HNB
429
Huntington National Bank
Ohio
$82
RCM
430
Raleigh Capital Management
North Carolina
$76
WA
431
Win Advisors
Florida
GS
432
GTS Securities
New York
Thrivent Financial for Lutherans
433
Thrivent Financial for Lutherans
Minnesota
ACM
434
Advisors Capital Management
New Jersey
SA
435
Sovran Advisors
California
AP
436
Advisors Preferred
Maryland
SYBT
437
Stock Yards Bank & Trust
Kentucky
ARC
438
Advisor Resource Council
Texas
FCI
439
Financial Counselors Inc
Kansas
BIG
440
Brookwood Investment Group
Arizona
AFM
441
Armstrong Fleming & Moore
District of Columbia
CCMG
442
Clark Capital Management Group
Pennsylvania
EWM
443
Empirical Wealth Management
Washington
CIA
444
Capital Investment Advisors
Georgia
PWP
445
Precedent Wealth Partners
Texas
SMA
446
Sage Mountain Advisors
Georgia
PA
447
PSI Advisors
Florida
PWMG
448
Prestige Wealth Management Group
New Jersey
CIAS
449
Capital Investment Advisory Services
North Carolina
RMP
450
Richards, Merrill & Peterson
Washington