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WisdomTree US LargeCap Dividend Fund

449 hedge funds and large institutions have $4.03B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 113 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
CWMK
101
Caliber Wealth Management (Kansas)
Kansas
$3.26M
Fidelity Investments
102
Fidelity Investments
Massachusetts
$3.21M
ACG
103
Allen Capital Group
Nebraska
$2.97M
PA
104
PFG Advisors
Arizona
$2.91M
MG
105
Mather Group
Illinois
$2.83M
MWM
106
Mission Wealth Management
California
$2.79M
KeyBank National Association
107
KeyBank National Association
Ohio
$2.76M
CFS
108
CRA Financial Services
New Jersey
$2.75M
Lido Advisors
109
Lido Advisors
California
$2.68M
CCM
110
Coldstream Capital Management
Washington
$2.64M
RFA
111
Rollins Financial Advisors
New York
$2.57M
FWA
112
Flagship Wealth Advisors
Massachusetts
$2.52M
RhumbLine Advisers
113
RhumbLine Advisers
Massachusetts
$2.51M
CWA
114
Centennial Wealth Advisory
Michigan
$2.51M
P
115
&Partners
Tennessee
$2.49M
FCMA
116
Foresight Capital Management Advisors
Michigan
$2.48M
Mariner
117
Mariner
Kansas
$2.45M
ATPW
118
Ashton Thomas Private Wealth
Arizona
$2.4M
PFPG
119
Pinnacle Financial Partners (Georgia)
Georgia
$2.4M
AFP
120
Ausdal Financial Partners
Iowa
$2.39M
CPIG
121
Chicago Partners Investment Group
Illinois
$2.27M
CA
122
CoreCap Advisors
Michigan
$2.25M
KWA
123
Kondo Wealth Advisors
California
$2.14M
Citigroup
124
Citigroup
New York
$2.12M
Jones Financial Companies
125
Jones Financial Companies
Missouri
$2.11M