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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$93.5M
2
LPL Financial
2
LPL Financial
California
$275M
3
CA
3
Clearstead Advisors
Ohio
$82.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$36.3M
5
WA
5
Win Advisors
Florida
$8.97M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$78.7M
2
ACM
2
Advisors Capital Management
New Jersey
$1.01M
3
Ameriprise
3
Ameriprise
Minnesota
$113M
4
AP
4
Advisors Preferred
Maryland
$531K
5
BHB
5
Bank Hapoalim BM
Israel
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$25.4M 319,451 -8,891 -3%
LKWM
27
Lee-Kelleher Wealth Management
Maryland
$25.3M 318,315 +10,393 +3%
Goldman Sachs
28
Goldman Sachs
New York
$25.1M 316,107 +11,588 +4%
FF
29
Fox Financial
Pennsylvania
$24.9M 313,249 +2,568 +0.8%
FW
30
Fairway Wealth
Ohio
$20.6M 259,033 +36,253 +16%
PAG
31
Private Advisor Group
New Jersey
$19.9M 250,907 +16,214 +7%
CL
32
CLG LLC
California
$19.5M 246,056 +94,327 +62%
MCM
33
MAI Capital Management
Ohio
$19.5M 245,136 -18,150 -7%
FI
34
FIDELIS iM
Oregon
$18.7M 236,179 +70,645 +43%
RWP
35
Revolve Wealth Partners
New Jersey
$17.4M 219,598 +1,100 +0.5%
BA
36
Bristlecone Advisors
Washington
$17.4M 219,464 -10,291 -4%
SPIA
37
Steward Partners Investment Advisory
New York
$15.2M 191,871 -2,535 -1%
FYW
38
Future You Wealth
New York
$14.4M 181,519 +37,319 +26%
MSFS
39
Main Street Financial Solutions
Pennsylvania
$14.4M 181,177 +9,964 +6%
DADC
40
D.A. Davidson & Co
Montana
$14.4M 180,863 +33,557 +23%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$14.3M 179,830 +25,129 +16%
KAS
42
Kestra Advisory Services
Texas
$13M 164,006 +4,537 +3%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$12.6M 158,893 +4,919 +3%
HighTower Advisors
44
HighTower Advisors
Illinois
$12.5M 157,284 -3,792 -2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$10.9M 136,910 -6,826 -5%
CWMK
46
Caliber Wealth Management (Kansas)
Kansas
$10.7M 134,297 +134,297 New
FAT
47
First American Trust
California
$9.87M 124,372 +7,166 +6%
AIP
48
Almanack Investment Partners
Pennsylvania
$9.84M 123,916 -11,791 -9%
RA
49
RFG Advisory
Alabama
$9.59M 120,842 +17,831 +17%
WA
50
Win Advisors
Florida
$8.97M 112,987 +112,987 New
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