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WisdomTree US LargeCap Dividend Fund

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$2.61M -$1.17M -14,729 -31%
MG
102
Mather Group
Illinois
$2.56M -$74.6K -940 -3%
AC
103
Avant Capital
Louisiana
$2.54M +$158K +1,995 +7%
CFS
104
CRA Financial Services
New Jersey
$2.53M +$13.4K +169 +0.5%
AAS
105
Avantax Advisory Services
Texas
$2.52M +$149K +1,882 +6%
KeyBank National Association
106
KeyBank National Association
Ohio
$2.49M
CCM
107
Coldstream Capital Management
Washington
$2.47M -$1.98K -25 -0.1%
FWA
108
Flagship Wealth Advisors
Massachusetts
$2.42M +$2.42M +30,534 New
RFA
109
Rollins Financial Advisors
New York
$2.37M +$34.4K +433 +1%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$2.36M -$82.8K -1,043 -3%
AFP
111
Ausdal Financial Partners
Iowa
$2.31M -$39.6K -499 -2%
AWA
112
Amplius Wealth Advisors
Pennsylvania
$2.07M
KWA
113
Kondo Wealth Advisors
California
$2.06M -$46K -579 -2%
CPIG
114
Chicago Partners Investment Group
Illinois
$1.97M -$253K -3,264 -11%
FCMA
115
Foresight Capital Management Advisors
Michigan
$1.96M +$1.96M +24,734 New
GS
116
GTS Securities
New York
$1.95M +$1.95M +24,528 New
Citigroup
117
Citigroup
New York
$1.9M +$57.8K +728 +3%
MFIM
118
Mesirow Financial Investment Management
Illinois
$1.87M +$937K +11,811 +100%
CANC
119
Culbertson A N & Co
Virginia
$1.81M
FFA
120
Founders Financial Alliance
North Carolina
$1.75M +$161K +2,023 +10%
RFA
121
Resurgent Financial Advisors
Georgia
$1.75M -$16.7K -211 -0.9%
AI
122
Atria Investments
North Carolina
$1.72M -$39.1K -493 -2%
TFG
123
Team Financial Group
California
$1.71M -$286K -3,601 -14%
UPS
124
UHLMANN PRICE SECURITIES
Illinois
$1.7M +$59.3K +747 +4%
CL
125
Choreo LLC
Illinois
$1.67M -$53.7K -676 -3%