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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

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, 137 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$55.6M
2
GVAG
Great Valley Advisor Group
Delaware
+$11.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.6M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$5.15M
5
WWM
Waterway Wealth Management
Texas
+$5.08M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.9M
2
LPL Financial
LPL Financial
California
-$17.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$9.42M
4
WA
Win Advisors
Florida
-$8.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
76
Gladstone Institutional Advisory
Florida
$4.47M +$267K +3,246 +6%
KWA
77
Kingswood Wealth Advisors
California
$4.42M +$12.2K +149 +0.3%
CCA
78
Clearwater Capital Advisors
Illinois
$4.41M -$97.6K -1,188 -2%
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 +$243K +2,956 +6%
Cerity Partners
82
Cerity Partners
New York
$3.87M +$756K +9,206 +24%
LW
83
Linscomb Wealth
Texas
$3.86M -$17.2K -209 -0.4%
NFG
84
Nadler Financial Group
Illinois
$3.81M -$159K -1,940 -4%
CAM
85
Cresset Asset Management
Illinois
$3.76M +$11.3K +138 +0.3%
TLFA
86
True Link Financial Advisors
California
$3.75M – – –
AssetMark Inc
87
AssetMark Inc
California
$3.74M -$72.7K -885 -2%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$3.66M -$654K -7,965 -15%
MCM
89
MidAtlantic Capital Management
Virginia
$3.55M +$372K +4,534 +12%
ACG
90
Allen Capital Group
Nebraska
$3.23M -$39.8K -484 -1%
MML Investors Services
91
MML Investors Services
Massachusetts
$3.21M -$170K -2,070 -5%
MFP
92
Meridian Financial Partners
Virginia
$3.07M – – –
WANY
93
Wealthspire Advisors (New York)
New York
$2.93M -$409K -4,982 -12%
BFG
94
Berger Financial Group
Minnesota
$2.84M +$8.71K +106 +0.3%
AC
95
Avant Capital
Louisiana
$2.8M +$168K +2,047 +6%
MWM
96
Mission Wealth Management
California
$2.77M -$21.7K -264 -0.8%
AAS
97
Avantax Advisory Services
Texas
$2.74M +$133K +1,621 +5%
EWA
98
Etesian Wealth Advisors
Oregon
$2.66M +$1.03M +12,545 +63%
MG
99
Mather Group
Illinois
$2.63M -$17.1K -208 -0.6%
CFS
100
CRA Financial Services
New Jersey
$2.62M +$1.73K +21 +0.1%
2 3
4
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