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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 %
SWP
176
ShoreHaven Wealth Partners
New Jersey
$812K -$10K -122 -1%
MA
177
MONECO Advisors
Connecticut
$798K +$8.95K +109 +1%
Kovitz Investment Group Partners
178
Kovitz Investment Group Partners
Illinois
$772K +$79.6K +969 +11%
PS
179
Principal Securities
Iowa
$765K +$36.8K +448 +5%
PI
180
PFG Investments
New York
$761K +$2.79K +34 +0.4%
AQR Capital Management
181
AQR Capital Management
Connecticut
$759K +$113K +1,375 +17%
AIP
182
Almanack Investment Partners
Pennsylvania
$759K -$9.42M -114,675 -93%
RWP
183
RWA Wealth Partners
Massachusetts
$757K – – –
6F
184
626 Financial
Michigan
$755K -$10.8K -131 -1%
SF
185
Summit Financial
New Jersey
$750K +$750K +9,130 New
LNWWM
186
Laird Norton Wetherby Wealth Management
California
$746K +$746K +9,083 New
BAM
187
Bosun Asset Management
Illinois
$739K – – –
TFS
188
Thoroughbred Financial Services
Tennessee
$719K -$149K -1,814 -17%
IWM
189
IHT Wealth Management
Illinois
$717K +$3.37K +41 +0.5%
GRP
190
Global Retirement Partners
California
$713K +$713K +8,677 New
NFA
191
Northwest Financial Advisors
Virginia
$712K +$3.2K +39 +0.5%
CAWM
192
Capital Advisors Wealth Management
Washington
$709K +$2.14K +26 +0.3%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$708K -$108K -1,311 -13%
KWM
194
Kaydan Wealth Management
Michigan
$706K -$39.9K -486 -5%
SFA
195
Sequoia Financial Advisors
Ohio
$693K +$49.9K +607 +8%
CAM
196
Cozad Asset Management
Illinois
$688K – – –
HSA
197
HBK Sorce Advisory
Pennsylvania
$675K – – –
NW
198
NewEdge Wealth
Pennsylvania
$672K -$10.9K -130 -2%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$666K -$3.72M -45,249 -85%
BFA
200
Benedict Financial Advisors
Georgia
$662K +$246 +3 +0%
6 7
8
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