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WisdomTree US LargeCap Dividend Fund

449 hedge funds and large institutions have $4.03B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 113 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
SFWC
51
Strategic Family Wealth Counselors
New Jersey
$10.6M
RA
52
RFG Advisory
Alabama
$10.6M
William Blair & Company
53
William Blair & Company
Illinois
$10.4M
SWA
54
Stratos Wealth Advisors
Ohio
$9.58M
CI
55
CX Institutional
Indiana
$9.15M
TWM
56
TopTier Wealth Management
Wisconsin
$8.79M
KFI
57
Key Financial Inc
Pennsylvania
$8.33M
EH
58
Equitable Holdings
New York
$8.14M
Stifel Financial
59
Stifel Financial
Missouri
$8.12M
MWP
60
Moller Wealth Partners
$7.83M
AL
61
Aspiriant LLC
California
$7.83M
ACM
62
Advisors Capital Management
New Jersey
$7.45M
HHRDM
63
H&H Retirement Design & Management
Nevada
$6.91M
RWA
64
Redhawk Wealth Advisors
Minnesota
$6.87M
Truist Financial
65
Truist Financial
North Carolina
$6.14M
CIA
66
Concurrent Investment Advisors
Florida
$6.11M
Bank of New York Mellon
67
Bank of New York Mellon
New York
$5.91M
TFA
68
Tobias Financial Advisors
Florida
$5.89M
AP
69
Advisors Preferred
Maryland
$5.89M
KPWS
70
Kestra Private Wealth Services
Texas
$5.79M
BBHC
71
Brown Brothers Harriman & Co
New York
$5.71M
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$5.67M
LSPW
73
Lake Street Private Wealth
Illinois
$5.58M
1WM
74
1900 Wealth Management
Texas
$5.51M
GLLW
75
Graves Light Lenhart Wealth
Virginia
$5.46M