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WisdomTree US LargeCap Dividend Fund
465 hedge funds and large institutions have $3.78B invested in WisdomTree US LargeCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 136 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
68% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 25
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
13% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 136
2% more funds holding
Funds holding: 458 → 465 (+7)
0.52% less ownership
Funds ownership: 67.79% → 67.26% (-0.52%)
7% less capital invested
Capital invested by funds: $4.05B → $3.78B (-$276M)
Holders
465
Holders Change
+7
Holders Change %
+1.53%
% of All Funds
5.73%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
42
Increased
153
Reduced
136
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$28.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$13M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$9.74M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.28M |
