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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

425 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, 119 reducing their positions, and 21 closing their positions.

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
5.71%
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
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$173M
2
GVAG
2
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
5
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
2
LPL Financial
California
$267M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$759K
4
WA
4
Win Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$666K
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
176
Kovitz Investment Group Partners
Illinois
$772K 9,397 +969 +11%
PS
177
Principal Securities
Iowa
$765K 9,315 +448 +5%
PI
178
PFG Investments
New York
$761K 9,269 +34 +0.4%
AQR Capital Management
179
AQR Capital Management
Connecticut
$759K 9,242 +1,375 +17%
AIP
180
Almanack Investment Partners
Pennsylvania
$759K 9,241 -114,675 -93%
RWP
181
RWA Wealth Partners
Massachusetts
$757K 9,218 – –
6F
182
626 Financial
Michigan
$755K 9,195 -131 -1%
SF
183
Summit Financial
New Jersey
$750K 9,130 +9,130 New
LNWWM
184
Laird Norton Wetherby Wealth Management
California
$746K 9,083 +9,083 New
BAM
185
Bosun Asset Management
Illinois
$739K 9,000 – –
TFS
186
Thoroughbred Financial Services
Tennessee
$719K 8,757 -1,814 -17%
IWM
187
IHT Wealth Management
Illinois
$717K 8,725 +41 +0.5%
GRP
188
Global Retirement Partners
California
$713K 8,677 +8,677 New
NFA
189
Northwest Financial Advisors
Virginia
$712K 8,672 +39 +0.5%
CAWM
190
Capital Advisors Wealth Management
Washington
$709K 8,636 +26 +0.3%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$708K 8,617 -1,311 -13%
KWM
192
Kaydan Wealth Management
Michigan
$706K 8,589 -486 -5%
SFA
193
Sequoia Financial Advisors
Ohio
$693K 8,434 +607 +8%
CAM
194
Cozad Asset Management
Illinois
$688K 8,373 – –
HSA
195
HBK Sorce Advisory
Pennsylvania
$675K 8,212 – –
NW
196
NewEdge Wealth
Pennsylvania
$672K 8,050 -130 -2%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$666K 8,105 -45,249 -85%
BFA
198
Benedict Financial Advisors
Georgia
$662K 8,059 +3 +0%
EW
199
Element Wealth
Mississippi
$654K 7,967 -59 -0.7%
IAIM
200
International Assets Investment Management
Florida
$651K 7,929 +57 +0.7%
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