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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

425 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, 137 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
5.71%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$173M
2
GVAG
2
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
5
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
2
LPL Financial
California
$267M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$759K
4
WA
4
Win Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$666K
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$8.59M 104,628 -1,060 -1%
KFI
52
Key Financial Inc
Pennsylvania
$8.21M 99,949 +3,090 +3%
Stifel Financial
53
Stifel Financial
Missouri
$7.74M 94,284 +2,175 +2%
MWP
54
Moller Wealth Partners
$7.62M 92,805 -551 -0.6%
RA
55
RFG Advisory
Alabama
$7.35M 89,522 -31,320 -26%
RWA
56
Redhawk Wealth Advisors
Minnesota
$6.13M 74,593 +62,755 +530%
HHRDM
57
H&H Retirement Design & Management
Nevada
$6.08M 73,089 +5,680 +8%
EH
58
Equitable Holdings
New York
$5.66M 68,898 +2,653 +4%
GLLW
59
Graves Light Lenhart Wealth
Virginia
$5.66M 68,877 -363 -0.5%
Truist Financial
60
Truist Financial
North Carolina
$5.6M 68,159 +2,398 +4%
TFA
61
Tobias Financial Advisors
Florida
$5.58M 67,872 -5,373 -7%
HBS
62
Howard Bailey Securities
Indiana
$5.52M 67,194 -779 -1%
AL
63
Aspiriant LLC
California
$5.36M 65,224 +25,000 +62%
1WM
64
1900 Wealth Management
Texas
$5.13M 62,487 +14 +0%
KPWS
65
Kestra Private Wealth Services
Texas
$5.09M 61,946 +13 +0%
LSPW
66
Lake Street Private Wealth
Illinois
$5.08M 61,879 +369 +0.6%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$4.92M 59,923 -758 -1%
CIA
68
Concurrent Investment Advisors
Florida
$4.92M 59,867 -8,849 -13%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$4.75M 57,810 +131 +0.2%
EWA
70
EP Wealth Advisors
California
$4.7M 57,165 +6,010 +12%
Comerica Bank
71
Comerica Bank
Texas
$4.69M 57,127 -1,665 -3%
GWM
72
Geneos Wealth Management
Colorado
$4.68M 56,949 -24,572 -30%
SPC
73
Sigma Planning Corp
Michigan
$4.66M 56,709 +3,216 +6%
CWM
74
Congress Wealth Management
Massachusetts
$4.63M 56,332 -958 -2%
WCAMG
75
Woodard & Company Asset Management Group
North Carolina
$4.52M 55,070 -509 -0.9%
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