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WisdomTree US LargeCap Dividend Fund

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, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
GIA
76
Gladstone Institutional Advisory
Florida
$4.47M
KWA
77
Kingswood Wealth Advisors
California
$4.42M
CCA
78
Clearwater Capital Advisors
Illinois
$4.41M
BBHC
79
Brown Brothers Harriman & Co
New York
$4.23M
CWM
80
Circle Wealth Management
New Jersey
$4.21M
IA
81
IFG Advisory
Georgia
$4.19M
Cerity Partners
82
Cerity Partners
New York
$3.87M
LW
83
Linscomb Wealth
Texas
$3.86M
NFG
84
Nadler Financial Group
Illinois
$3.81M
CAM
85
Cresset Asset Management
Illinois
$3.76M
TLFA
86
True Link Financial Advisors
California
$3.75M
AssetMark Inc
87
AssetMark Inc
California
$3.74M
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$3.66M
MCM
89
MidAtlantic Capital Management
Virginia
$3.55M
ACG
90
Allen Capital Group
Nebraska
$3.23M
MML Investors Services
91
MML Investors Services
Massachusetts
$3.21M
MFP
92
Meridian Financial Partners
Virginia
$3.06M
WANY
93
Wealthspire Advisors (New York)
New York
$2.93M
BFG
94
Berger Financial Group
Minnesota
$2.84M
AC
95
Avant Capital
Louisiana
$2.8M
MWM
96
Mission Wealth Management
California
$2.77M
AAS
97
Avantax Advisory Services
Texas
$2.74M
EWA
98
Etesian Wealth Advisors
Oregon
$2.66M
MG
99
Mather Group
Illinois
$2.63M
CFS
100
CRA Financial Services
New Jersey
$2.62M