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WisdomTree US LargeCap Dividend Fund

431 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
LKWM
26
Lee-Kelleher Wealth Management
Maryland
$30.4M
LI
27
LRI Investments
Florida
$29.1M
Goldman Sachs
28
Goldman Sachs
New York
$29M
Baird Financial Group
29
Baird Financial Group
Wisconsin
$28.8M
FF
30
Fox Financial
Pennsylvania
$27.3M
FW
31
Fairway Wealth
Ohio
$23.7M
PAG
32
Private Advisor Group
New Jersey
$22.4M
MCM
33
MAI Capital Management
Ohio
$21.6M
BA
34
Bristlecone Advisors
Washington
$19.8M
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$18.6M
DADC
36
D.A. Davidson & Co
Montana
$18.2M
RWP
37
Revolve Wealth Partners
New Jersey
$18.2M
NWP
38
NerdWallet Wealth Partners
New York
$17.6M
SPIA
39
Steward Partners Investment Advisory
New York
$16.6M
MSFS
40
Main Street Financial Solutions
Pennsylvania
$16.4M
SA
41
Sanctuary Advisors
Indiana
$15.6M
HighTower Advisors
42
HighTower Advisors
Illinois
$14.7M
JP Morgan Chase
43
JP Morgan Chase
New York
$14.3M
KAS
44
Kestra Advisory Services
Texas
$14.2M
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$12.7M
FAT
46
First American Trust
California
$10.7M
UAG
47
United Advisor Group
Ohio
$10.2M
SFWC
48
Strategic Family Wealth Counselors
New Jersey
$9.87M
SWA
49
Stratos Wealth Advisors
Ohio
$9.33M
William Blair & Company
50
William Blair & Company
Illinois
$9.29M