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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

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, 137 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
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
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$55.6M
2
GVAG
Great Valley Advisor Group
Delaware
+$11.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.6M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$5.15M
5
WWM
Waterway Wealth Management
Texas
+$5.08M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.9M
2
LPL Financial
LPL Financial
California
-$17.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$9.42M
4
WA
Win Advisors
Florida
-$8.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$8.59M -$87.1K -1,060 -1%
KFI
52
Key Financial Inc
Pennsylvania
$8.21M +$254K +3,090 +3%
Stifel Financial
53
Stifel Financial
Missouri
$7.74M +$179K +2,175 +2%
MWP
54
Moller Wealth Partners
$7.62M -$45.3K -551 -0.6%
RA
55
RFG Advisory
Alabama
$7.35M -$2.57M -31,320 -26%
RWA
56
Redhawk Wealth Advisors
Minnesota
$6.13M +$5.15M +62,755 +530%
HHRDM
57
H&H Retirement Design & Management
Nevada
$6.08M +$473K +5,680 +8%
EH
58
Equitable Holdings
New York
$5.66M +$218K +2,653 +4%
GLLW
59
Graves Light Lenhart Wealth
Virginia
$5.66M -$29.8K -363 -0.5%
Truist Financial
60
Truist Financial
North Carolina
$5.6M +$197K +2,398 +4%
TFA
61
Tobias Financial Advisors
Florida
$5.58M -$441K -5,373 -7%
HBS
62
Howard Bailey Securities
Indiana
$5.52M -$64K -779 -1%
AL
63
Aspiriant LLC
California
$5.36M +$2.05M +25,000 +62%
1WM
64
1900 Wealth Management
Texas
$5.13M +$1.15K +14 +0%
KPWS
65
Kestra Private Wealth Services
Texas
$5.09M +$1.07K +13 +0%
LSPW
66
Lake Street Private Wealth
Illinois
$5.08M +$30.3K +369 +0.6%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$4.92M -$62.3K -758 -1%
CIA
68
Concurrent Investment Advisors
Florida
$4.92M -$727K -8,849 -13%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$4.75M +$10.8K +131 +0.2%
EWA
70
EP Wealth Advisors
California
$4.7M +$494K +6,010 +12%
Comerica Bank
71
Comerica Bank
Texas
$4.69M -$137K -1,665 -3%
GWM
72
Geneos Wealth Management
Colorado
$4.68M -$2.02M -24,572 -30%
SPC
73
Sigma Planning Corp
Michigan
$4.66M +$264K +3,216 +6%
CWM
74
Congress Wealth Management
Massachusetts
$4.63M -$78.7K -958 -2%
WCAMG
75
Woodard & Company Asset Management Group
North Carolina
$4.52M -$41.8K -509 -0.9%
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