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WisdomTree US LargeCap Dividend Fund

431 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
RA
51
RFG Advisory
Alabama
$9.17M
CI
52
CX Institutional
Indiana
$8.93M
KFI
53
Key Financial Inc
Pennsylvania
$8.59M
Stifel Financial
54
Stifel Financial
Missouri
$7.89M
FI
55
FIDELIS iM
Oregon
$7.87M
AL
56
Aspiriant LLC
California
$7.85M
MWP
57
Moller Wealth Partners
$7.75M
EH
58
Equitable Holdings
New York
$7.24M
CWMK
59
Caliber Wealth Management (Kansas)
Kansas
$7.23M
RWA
60
Redhawk Wealth Advisors
Minnesota
$6.59M
HHRDM
61
H&H Retirement Design & Management
Nevada
$6.28M
Truist Financial
62
Truist Financial
North Carolina
$6.15M
TFA
63
Tobias Financial Advisors
Florida
$5.82M
KPWS
64
Kestra Private Wealth Services
Texas
$5.64M
HBS
65
Howard Bailey Securities
Indiana
$5.61M
GLLW
66
Graves Light Lenhart Wealth
Virginia
$5.45M
LSPW
67
Lake Street Private Wealth
Illinois
$5.44M
1WM
68
1900 Wealth Management
Texas
$5.44M
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$5.19M
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$5.12M
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$5.03M
GWM
72
Geneos Wealth Management
Colorado
$4.98M
CIA
73
Concurrent Investment Advisors
Florida
$4.96M
Comerica Bank
74
Comerica Bank
Texas
$4.85M
SPC
75
Sigma Planning Corp
Michigan
$4.77M