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WisdomTree US LargeCap Dividend Fund
458 hedge funds and large institutions have $4.05B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
155% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 20
38% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 114
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
13% more capital invested
Capital invested by funds: $3.58B → $4.05B (+$473M)
6% more funds holding
Funds holding: 434 → 458 (+24)
1.49% more ownership
Funds ownership: 66.3% → 67.79% (+1.5%)
Holders
458
Holders Change
+24
Holders Change %
+5.53%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
51
Increased
157
Reduced
114
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$41.6M |
| 2 |
FI
FIDELIS iM
Medford,
Oregon
|
+$17.6M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$10.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.71M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$8.29M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
476
Simplex Trading
Chicago,
Illinois
| – | -$4K | -46 | Closed |
|
|
ASN
477
Advisory Services Network
Atlanta,
Georgia
| – | -$1.85K | -21 | Closed |
|
|
GFWA
478
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$870 | -10 | Closed |
|
|
BWL
479
Bogart Wealth LLC
Mclean,
Virginia
| – | -$794 | -9 | Closed |
|