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WisdomTree US LargeCap Dividend Fund

462 hedge funds and large institutions have $3.77B invested in WisdomTree US LargeCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$10.5M
CIA
52
Concurrent Investment Advisors
Florida
$9.91M
SWA
53
Stratos Wealth Advisors
Ohio
$9.67M
TWM
54
TopTier Wealth Management
Wisconsin
$9.45M
EH
55
Equitable Holdings
New York
$9.35M
CI
56
CX Institutional
Indiana
$9.21M
KFI
57
Key Financial Inc
Pennsylvania
$8.53M
AL
58
Aspiriant LLC
California
$8.37M
MWP
59
Moller Wealth Partners
$8.22M
Stifel Financial
60
Stifel Financial
Missouri
$8.14M
HHRDM
61
H&H Retirement Design & Management
Nevada
$6.95M
FAT
62
First American Trust
California
$6.45M
Truist Financial
63
Truist Financial
North Carolina
$6.08M
MFWP
64
Mosaic Family Wealth Partners
Missouri
$5.97M
KPWS
65
Kestra Private Wealth Services
Texas
$5.91M
BBHC
66
Brown Brothers Harriman & Co
New York
$5.77M
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$5.74M
1WM
68
1900 Wealth Management
Texas
$5.59M
CWA
69
Centennial Wealth Advisory
Michigan
$5.56M
GLLW
70
Graves Light Lenhart Wealth
Virginia
$5.49M
TFA
71
Tobias Financial Advisors
Florida
$5.49M
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$5.34M
GIA
73
Gladstone Institutional Advisory
Florida
$5.25M
GWM
74
Geneos Wealth Management
Colorado
$5.25M
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$5.12M