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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
SWA
51
Stratos Wealth Advisors
Ohio
$8.59M
KFI
52
Key Financial Inc
Pennsylvania
$8.21M
Stifel Financial
53
Stifel Financial
Missouri
$7.74M
MWP
54
Moller Wealth Partners
$7.62M
RA
55
RFG Advisory
Alabama
$7.35M
RWA
56
Redhawk Wealth Advisors
Minnesota
$6.13M
HHRDM
57
H&H Retirement Design & Management
Nevada
$6.08M
EH
58
Equitable Holdings
New York
$5.66M
GLLW
59
Graves Light Lenhart Wealth
Virginia
$5.66M
Truist Financial
60
Truist Financial
North Carolina
$5.6M
TFA
61
Tobias Financial Advisors
Florida
$5.58M
HBS
62
Howard Bailey Securities
Indiana
$5.52M
AL
63
Aspiriant LLC
California
$5.36M
1WM
64
1900 Wealth Management
Texas
$5.13M
KPWS
65
Kestra Private Wealth Services
Texas
$5.09M
LSPW
66
Lake Street Private Wealth
Illinois
$5.08M
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$4.92M
CIA
68
Concurrent Investment Advisors
Florida
$4.92M
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$4.75M
EWA
70
EP Wealth Advisors
California
$4.7M
Comerica Bank
71
Comerica Bank
Texas
$4.69M
GWM
72
Geneos Wealth Management
Colorado
$4.68M
SPC
73
Sigma Planning Corp
Michigan
$4.66M
CWM
74
Congress Wealth Management
Massachusetts
$4.63M
WCAMG
75
Woodard & Company Asset Management Group
North Carolina
$4.52M