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WisdomTree US LargeCap Dividend Fund

431 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
$4.7M
CCA
77
Clearwater Capital Advisors
Illinois
$4.65M
KWA
78
Kingswood Wealth Advisors
California
$4.48M
BBHC
79
Brown Brothers Harriman & Co
New York
$4.48M
CWM
80
Circle Wealth Management
New Jersey
$4.3M
IA
81
IFG Advisory
Georgia
$4.12M
LW
82
Linscomb Wealth
Texas
$4.09M
NFG
83
Nadler Financial Group
Illinois
$4.03M
Cerity Partners
84
Cerity Partners
New York
$4.01M
CAM
85
Cresset Asset Management
Illinois
$4M
AssetMark Inc
86
AssetMark Inc
California
$3.91M
TLFA
87
True Link Financial Advisors
California
$3.8M
MCM
88
MidAtlantic Capital Management
Virginia
$3.77M
EWA
89
Etesian Wealth Advisors
Oregon
$3.61M
ACG
90
Allen Capital Group
Nebraska
$3.27M
MFP
91
Meridian Financial Partners
Virginia
$3.24M
AC
92
Avant Capital
Louisiana
$3.23M
Fidelity Investments
93
Fidelity Investments
Massachusetts
$3.19M
WANY
94
Wealthspire Advisors (New York)
New York
$3.07M
MWM
95
Mission Wealth Management
California
$2.79M
MG
96
Mather Group
Illinois
$2.79M
KeyBank National Association
97
KeyBank National Association
Ohio
$2.73M
CFS
98
CRA Financial Services
New Jersey
$2.72M
CCM
99
Coldstream Capital Management
Washington
$2.69M
Lido Advisors
100
Lido Advisors
California
$2.68M