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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 %
DWT
151
Dorsey & Whitney Trust
South Dakota
$1.2M +$13.3K +162 +1%
HNWAG
152
High Net Worth Advisory Group
Florida
$1.16M – – –
PTP
153
Platform Technology Partners
New York
$1.12M – – –
TRCT
154
Tower Research Capital (TRC)
New York
$1.1M +$1.1M +13,385 New
William Blair & Company
155
William Blair & Company
Illinois
$1.08M – – –
BFG
156
Beacon Financial Group
Texas
$1.07M – – –
RB
157
Rodgers Brothers
Pennsylvania
$1.05M – – –
HH
158
Hilltop Holdings
Texas
$1.04M +$1.04M +12,695 New
VT
159
Vise Technologies
New York
$1.04M +$1.04M +12,692 New
CL
160
Choreo LLC
Illinois
$1.04M -$691K -8,407 -40%
NA
161
NewEdge Advisors
Louisiana
$1.03M +$128K +1,562 +14%
MFIM
162
Mesirow Financial Investment Management
Illinois
$970K -$970K -11,811 -50%
MFG
163
Merit Financial Group
Georgia
$967K +$7.8K +95 +0.8%
OA
164
Operose Advisors
Wisconsin
$961K – – –
TM
165
TigerOak Management
New Mexico
$959K – – –
WS
166
Wedbush Securities
California
$954K +$43.1K +525 +5%
Brown Advisory
167
Brown Advisory
Maryland
$954K +$411K +4,999 +76%
UPS
168
UHLMANN PRICE SECURITIES
Illinois
$945K -$813K -9,900 -46%
HP
169
Hilltop Partners
Indiana
$878K – – –
OC
170
Oppenheimer & Co
New York
$861K -$191K -2,330 -18%
DAS
171
Dynamic Advisor Solutions
Arizona
$834K -$1.81K -22 -0.2%
WDL
172
Well Done LLC
Michigan
$831K – – –
Citadel Advisors
173
Citadel Advisors
Florida
$826K +$826K +10,057 New
NFSG
174
Newbridge Financial Services Group
Florida
$824K +$12.4K +151 +2%
NCM
175
Noesis Capital Mangement
Florida
$821K – – –
5 6
7
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