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WisdomTree US LargeCap Dividend Fund

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$4.25M -$58.2K -733 -1%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$4.23M +$3.76M +47,382 +793%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$4.17M +$159 +2 +0%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$4.08M +$1.93M +24,255 +89%
BBHC
80
Brown Brothers Harriman & Co
New York
$4.08M
CWM
81
Circle Wealth Management
New Jersey
$4.07M
GIA
82
Gladstone Institutional Advisory
Florida
$4.06M -$11.9K -150 -0.3%
EWA
83
EP Wealth Advisors
California
$4.06M -$70.4K -887 -2%
NFG
84
Nadler Financial Group
Illinois
$3.84M +$76.2K +960 +2%
IA
85
IFG Advisory
Georgia
$3.81M -$27.2K -343 -0.7%
LW
86
Linscomb Wealth
Texas
$3.75M -$87.1K -1,098 -2%
Lido Advisors
87
Lido Advisors
California
$3.7M -$7.94K -100 -0.2%
AssetMark Inc
88
AssetMark Inc
California
$3.68M -$15.1K -190 -0.4%
CAM
89
Cresset Asset Management
Illinois
$3.62M +$10.1K +127 +0.3%
TLFA
90
True Link Financial Advisors
California
$3.62M +$3.62M +45,623 New
MML Investors Services
91
MML Investors Services
Massachusetts
$3.27M -$661K -8,329 -17%
WANY
92
Wealthspire Advisors (New York)
New York
$3.23M +$926K +11,663 +40%
AL
93
Aspiriant LLC
California
$3.19M -$90.6K -1,142 -3%
ACG
94
Allen Capital Group
Nebraska
$3.16M -$5.4K -68 -0.2%
MCM
95
MidAtlantic Capital Management
Virginia
$3.07M +$725K +9,139 +31%
Cerity Partners
96
Cerity Partners
New York
$3.01M +$258K +3,250 +9%
MFP
97
Meridian Financial Partners
Virginia
$2.96M -$70.1K -883 -2%
BFG
98
Berger Financial Group
Minnesota
$2.74M -$22.4K -282 -0.8%
RW
99
Rockport Wealth
Ohio
$2.7M -$52.1K -656 -2%
MWM
100
Mission Wealth Management
California
$2.69M -$143K -1,802 -5%