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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
EWA
76
Etesian Wealth Advisors
Oregon
$5.04M
SPC
77
Sigma Planning Corp
Michigan
$4.85M
EWA
78
EP Wealth Advisors
California
$4.8M
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$4.75M
CCA
80
Clearwater Capital Advisors
Illinois
$4.69M
SFO
81
Stenger Family Office
Illinois
$4.52M
KWA
82
Kingswood Wealth Advisors
California
$4.52M
CWM
83
Circle Wealth Management
New Jersey
$4.41M
MCM
84
MidAtlantic Capital Management
Virginia
$4.17M
Cerity Partners
85
Cerity Partners
New York
$4.15M
CAM
86
Cresset Asset Management
Illinois
$4.12M
NFG
87
Nadler Financial Group
Illinois
$3.88M
AssetMark Inc
88
AssetMark Inc
California
$3.84M
LW
89
Linscomb Wealth
Texas
$3.78M
WANY
90
Wealthspire Advisors (New York)
New York
$3.68M
TLFA
91
True Link Financial Advisors
California
$3.45M
P
92
&Partners
Tennessee
$3.42M
MML Investors Services
93
MML Investors Services
Massachusetts
$3.4M
AC
94
Avant Capital
Louisiana
$3.37M
Fidelity Investments
95
Fidelity Investments
Massachusetts
$3.37M
MFP
96
Meridian Financial Partners
Virginia
$3.34M
MG
97
Mather Group
Illinois
$2.87M
CCM
98
Coldstream Capital Management
Washington
$2.8M
KeyBank National Association
99
KeyBank National Association
Ohio
$2.8M
CFS
100
CRA Financial Services
New Jersey
$2.78M