DLN icon

WisdomTree US LargeCap Dividend Fund

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, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
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
BWL
426
Bogart Wealth LLC
Virginia
$746
HNB
427
Huntington National Bank
Ohio
$82
RCM
428
Raleigh Capital Management
North Carolina
$76
WA
429
Win Advisors
Florida
GS
430
GTS Securities
New York
Thrivent Financial for Lutherans
431
Thrivent Financial for Lutherans
Minnesota
ACM
432
Advisors Capital Management
New Jersey
SA
433
Sovran Advisors
California
AP
434
Advisors Preferred
Maryland
SYBT
435
Stock Yards Bank & Trust
Kentucky
ARC
436
Advisor Resource Council
Texas
FCI
437
Financial Counselors Inc
Kansas
BIG
438
Brookwood Investment Group
Arizona
AFM
439
Armstrong Fleming & Moore
District of Columbia
CCMG
440
Clark Capital Management Group
Pennsylvania
EWM
441
Empirical Wealth Management
Washington
CIA
442
Capital Investment Advisors
Georgia
PWP
443
Precedent Wealth Partners
Texas
SMA
444
Sage Mountain Advisors
Georgia
PA
445
PSI Advisors
Florida
PWMG
446
Prestige Wealth Management Group
New Jersey
CIAS
447
Capital Investment Advisory Services
North Carolina
RMP
448
Richards, Merrill & Peterson
Washington
GJIA
449
Glass Jacobson Investment Advisors
Maryland