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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
CWMK
5
Caliber Wealth Management (Kansas)
Kansas
$10.7M

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 %
UAG
51
United Advisor Group
Ohio
$8.65M 108,948 +5,685 +6%
SFWC
52
Strategic Family Wealth Counselors
New Jersey
$8.6M 108,358 +1,727 +2%
SWA
53
Stratos Wealth Advisors
Ohio
$8.39M 105,688 +1,637 +2%
CI
54
CX Institutional
Indiana
$8.15M 102,701 -5,327 -5%
KFI
55
Key Financial Inc
Pennsylvania
$7.69M 96,859 -1,498 -2%
MWP
56
Moller Wealth Partners
$7.41M 93,356 -1,250 -1%
Stifel Financial
57
Stifel Financial
Missouri
$7.31M 92,109 -245 -0.3%
GWM
58
Geneos Wealth Management
Colorado
$6.47M 81,521 +57,215 +235%
TFA
59
Tobias Financial Advisors
Florida
$5.81M 73,245 -3,962 -5%
GLLW
60
Graves Light Lenhart Wealth
Virginia
$5.5M 69,240 -603 -0.9%
CIA
61
Concurrent Investment Advisors
Florida
$5.45M 68,716 +64,805 +1,657%
HBS
62
Howard Bailey Securities
Indiana
$5.4M 67,973 -8,441 -11%
EH
63
Equitable Holdings
New York
$5.26M 66,245 +886 +1%
Truist Financial
64
Truist Financial
North Carolina
$5.22M 65,761 -2,196 -3%
1WM
65
1900 Wealth Management
Texas
$4.96M 62,473 +3,867 +7%
HHRDM
66
H&H Retirement Design & Management
Nevada
$4.94M 67,409 -439 -0.6%
KPWS
67
Kestra Private Wealth Services
Texas
$4.92M 61,933 +927 +2%
LSPW
68
Lake Street Private Wealth
Illinois
$4.88M 61,510 -76,748 -56%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$4.82M 60,681 -3,151 -5%
Comerica Bank
70
Comerica Bank
Texas
$4.67M 58,792 -882 -1%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$4.58M 57,679 +10 +0%
CWM
72
Congress Wealth Management
Massachusetts
$4.55M 57,290 -3,809 -6%
WCAMG
73
Woodard & Company Asset Management Group
North Carolina
$4.41M 55,579 +2,594 +5%
CCA
74
Clearwater Capital Advisors
Illinois
$4.36M 54,897 -153 -0.3%
KWA
75
Kingswood Wealth Advisors
California
$4.25M 53,614 -6,618 -11%
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