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WisdomTree US LargeCap Dividend Fund

431 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
RFA
126
Resurgent Financial Advisors
Georgia
$1.72M
WPC
127
Wedmont Private Capital
Pennsylvania
$1.71M
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$1.68M
FWA
129
Flagship Wealth Advisors
Massachusetts
$1.64M
KFP
130
KMG Fiduciary Partners
Ohio
$1.64M
Kovitz Investment Group Partners
131
Kovitz Investment Group Partners
Illinois
$1.64M
Jones Financial Companies
132
Jones Financial Companies
Missouri
$1.61M
WCM
133
WealthBridge Capital Management
Ohio
$1.6M
KAS
134
KPP Advisory Services
Kentucky
$1.59M
AWA
135
Amplius Wealth Advisors
Pennsylvania
$1.58M
FFA
136
Farther Finance Advisors
California
$1.57M
JWCA
137
J.W. Cole Advisors
Florida
$1.56M
Renaissance Technologies
138
Renaissance Technologies
New York
$1.56M
IWA
139
Inspirion Wealth Advisors
Illinois
$1.54M
AWA
140
Alta Wealth Advisors
Massachusetts
$1.52M
HWM
141
HB Wealth Management
Georgia
$1.51M
KIA
142
KCM Investment Advisors
California
$1.49M
VFA
143
Valeo Financial Advisors
Indiana
$1.45M
US Bancorp
144
US Bancorp
Minnesota
$1.42M
CFP
145
Cascade Financial Partners
California
$1.41M
WIP
146
WealthCare Investment Partners
Rhode Island
$1.4M
MSAM
147
Moloney Securities Asset Management
Missouri
$1.39M
SCA
148
St. Clair Advisors
Ohio
$1.37M
IWN
149
Independent Wealth Network
Iowa
$1.36M
PTC
150
Private Trust Company
Ohio
$1.34M