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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
$173M
2
GVAG
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
LPL Financial
California
$267M
3
AIP
Almanack Investment Partners
Pennsylvania
$759K
4
WA
Win Advisors
Florida
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$666K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
126
Flagship Wealth Advisors
Massachusetts
$1.6M -$904K -11,000 -36%
WSFS
127
Wilmington Savings Fund Society
Delaware
$1.56M – – –
CA
128
CoreCap Advisors
Michigan
$1.56M +$160K +1,950 +11%
KFP
129
KMG Fiduciary Partners
Ohio
$1.53M +$165K +2,010 +12%
WCM
130
WealthBridge Capital Management
Ohio
$1.53M -$2.46K -30 -0.2%
AWA
131
Alta Wealth Advisors
Massachusetts
$1.43M – – –
CFP
132
Cascade Financial Partners
California
$1.43M +$24.6K +300 +2%
HWM
133
HB Wealth Management
Georgia
$1.43M – – –
KIA
134
KCM Investment Advisors
California
$1.4M +$7.8K +95 +0.6%
CWA
135
Centennial Wealth Advisory
Michigan
$1.4M +$726K +8,841 +108%
VFA
136
Valeo Financial Advisors
Indiana
$1.37M – – –
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$1.37M -$2.86M -34,819 -68%
TP
138
Tranquility Partners
Tennessee
$1.35M +$12.4K +151 +0.9%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$1.35M +$236K +2,886 +21%
US Bancorp
140
US Bancorp
Minnesota
$1.34M -$904 -11 -0.1%
FZCM
141
Flynn Zito Capital Management
New York
$1.33M +$7.06K +86 +0.5%
WIP
142
WealthCare Investment Partners
Rhode Island
$1.33M +$136K +1,634 +11%
JWCA
143
J.W. Cole Advisors
Florida
$1.32M +$963K +11,718 +269%
MSAM
144
Moloney Securities Asset Management
Missouri
$1.32M +$170K +2,073 +15%
SCA
145
St. Clair Advisors
Ohio
$1.29M – – –
Corient Private Wealth
146
Corient Private Wealth
Florida
$1.28M +$683K +8,317 +114%
KAS
147
KPP Advisory Services
Kentucky
$1.27M +$103K +1,256 +9%
PA
148
Parallel Advisors
California
$1.26M -$14.6K -178 -1%
PTC
149
Private Trust Company
Ohio
$1.26M -$352K -4,286 -22%
Northern Trust
150
Northern Trust
Illinois
$1.22M – – –
4 5
6
7 8