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WisdomTree US LargeCap Dividend Fund

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, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
Fidelity Investments
101
Fidelity Investments
Massachusetts
$2.61M
KeyBank National Association
102
KeyBank National Association
Ohio
$2.58M
FCMA
103
Foresight Capital Management Advisors
Michigan
$2.57M
CCM
104
Coldstream Capital Management
Washington
$2.56M
AWS
105
Atria Wealth Solutions
New York
$2.53M
Lido Advisors
106
Lido Advisors
California
$2.47M
RFA
107
Rollins Financial Advisors
New York
$2.44M
AFP
108
Ausdal Financial Partners
Iowa
$2.35M
P
109
&Partners
Tennessee
$2.31M
RW
110
Rockport Wealth
Ohio
$2.3M
SNWA
111
Siligmueller & Norvid Wealth Advisors
Illinois
$2.21M
AWA
112
Amplius Wealth Advisors
Pennsylvania
$2.14M
PA
113
PFG Advisors
Arizona
$2.12M
CPIG
114
Chicago Partners Investment Group
Illinois
$2.12M
KWA
115
Kondo Wealth Advisors
California
$2.1M
ATPW
116
Ashton Thomas Private Wealth
Arizona
$1.97M
Citigroup
117
Citigroup
New York
$1.96M
Mariner
118
Mariner
Kansas
$1.88M
CANC
119
Culbertson A N & Co
Virginia
$1.83M
FFA
120
Founders Financial Alliance
North Carolina
$1.79M
AI
121
Atria Investments
North Carolina
$1.78M
TFG
122
Team Financial Group
California
$1.78M
RFA
123
Resurgent Financial Advisors
Georgia
$1.67M
IWA
124
Inspirion Wealth Advisors
Illinois
$1.63M
WPC
125
Wedmont Private Capital
Pennsylvania
$1.63M