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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

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, 137 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$55.6M
2
GVAG
Great Valley Advisor Group
Delaware
+$11.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.6M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$5.15M
5
WWM
Waterway Wealth Management
Texas
+$5.08M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.9M
2
LPL Financial
LPL Financial
California
-$17.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$9.42M
4
WA
Win Advisors
Florida
-$8.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$2.61M +$169K +2,058 +7%
KeyBank National Association
102
KeyBank National Association
Ohio
$2.58M – – –
FCMA
103
Foresight Capital Management Advisors
Michigan
$2.57M +$541K +6,585 +27%
CCM
104
Coldstream Capital Management
Washington
$2.56M – – –
AWS
105
Atria Wealth Solutions
New York
$2.53M -$171K -2,077 -6%
Lido Advisors
106
Lido Advisors
California
$2.47M -$1.36M -16,525 -35%
RFA
107
Rollins Financial Advisors
New York
$2.44M -$13.2K -161 -0.5%
AFP
108
Ausdal Financial Partners
Iowa
$2.35M -$42.3K -515 -2%
P
109
&Partners
Tennessee
$2.31M +$900K +10,954 +64%
RW
110
Rockport Wealth
Ohio
$2.3M -$493K -5,996 -18%
SNWA
111
Siligmueller & Norvid Wealth Advisors
Illinois
$2.21M +$2.21M +26,686 New
AWA
112
Amplius Wealth Advisors
Pennsylvania
$2.14M – – –
PA
113
PFG Advisors
Arizona
$2.12M +$878K +10,690 +70%
CPIG
114
Chicago Partners Investment Group
Illinois
$2.12M -$26.9K -320 -1%
KWA
115
Kondo Wealth Advisors
California
$2.1M -$53K -640 -2%
ATPW
116
Ashton Thomas Private Wealth
Arizona
$1.97M +$585K +7,121 +42%
Citigroup
117
Citigroup
New York
$1.96M -$12.2K -148 -0.6%
Mariner
118
Mariner
Kansas
$1.88M +$605K +7,369 +48%
CANC
119
Culbertson A N & Co
Virginia
$1.83M -$49.3K -600 -3%
FFA
120
Founders Financial Alliance
North Carolina
$1.79M -$17K -207 -0.9%
AI
121
Atria Investments
North Carolina
$1.78M +$739 +9 +0%
TFG
122
Team Financial Group
California
$1.78M +$9.28K +113 +0.5%
RFA
123
Resurgent Financial Advisors
Georgia
$1.67M -$138K -1,678 -8%
IWA
124
Inspirion Wealth Advisors
Illinois
$1.63M +$9.12K +111 +0.6%
WPC
125
Wedmont Private Capital
Pennsylvania
$1.63M -$35.9K -432 -2%
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5
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