DLN icon

WisdomTree US LargeCap Dividend Fund

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
176
ShoreHaven Wealth Partners
New Jersey
$794K -$15.7K -198 -2%
NCM
177
Noesis Capital Mangement
Florida
$794K
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$788K +$451K +5,681 +134%
WDL
179
Well Done LLC
Michigan
$787K +$136K +1,750 +21%
NFSG
180
Newbridge Financial Services Group
Florida
$784K -$12K -151 -2%
MA
181
MONECO Advisors
Connecticut
$762K +$32.9K +414 +5%
6F
182
626 Financial
Michigan
$740K -$48.9K -616 -6%
PI
183
PFG Investments
New York
$733K +$25.6K +323 +4%
RWP
184
RWA Wealth Partners
Massachusetts
$732K
IWC
185
Integrated Wealth Concepts
Massachusetts
$726K -$29.3K -369 -4%
KWM
186
Kaydan Wealth Management
Michigan
$720K +$7.78K +98 +1%
BAM
187
Bosun Asset Management
Illinois
$714K
EWA
188
EverSource Wealth Advisors
Alabama
$711K
PS
189
Principal Securities
Iowa
$690K +$108K +1,388 +19%
IWM
190
IHT Wealth Management
Illinois
$689K +$2.54K +32 +0.4%
NFA
191
Northwest Financial Advisors
Virginia
$685K +$2.38K +30 +0.3%
CAWM
192
Capital Advisors Wealth Management
Washington
$683K +$1.59K +20 +0.2%
Kovitz Investment Group Partners
193
Kovitz Investment Group Partners
Illinois
$669K +$2.7K +34 +0.4%
CAM
194
Cozad Asset Management
Illinois
$665K
HSA
195
HBK Sorce Advisory
Pennsylvania
$652K
CWA
196
Centennial Wealth Advisory
Michigan
$649K +$344K +4,334 +113%
NW
197
NewEdge Wealth
Pennsylvania
$649K -$10.3K -130 -2%
BFA
198
Benedict Financial Advisors
Georgia
$639K -$6.35K -80 -1%
EW
199
Element Wealth
Mississippi
$637K -$12.1K -153 -2%
CWM
200
Collaborative Wealth Management
Florida
$633K -$45.8K -577 -7%