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WisdomTree US LargeCap Dividend Fund

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, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
MA
176
MONECO Advisors
Connecticut
$798K
Kovitz Investment Group Partners
177
Kovitz Investment Group Partners
Illinois
$772K
PS
178
Principal Securities
Iowa
$765K
PI
179
PFG Investments
New York
$761K
AQR Capital Management
180
AQR Capital Management
Connecticut
$759K
AIP
181
Almanack Investment Partners
Pennsylvania
$759K
RWP
182
RWA Wealth Partners
Massachusetts
$757K
6F
183
626 Financial
Michigan
$755K
SF
184
Summit Financial
New Jersey
$750K
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$746K
BAM
186
Bosun Asset Management
Illinois
$739K
TFS
187
Thoroughbred Financial Services
Tennessee
$719K
IWM
188
IHT Wealth Management
Illinois
$717K
GRP
189
Global Retirement Partners
California
$713K
NFA
190
Northwest Financial Advisors
Virginia
$712K
CAWM
191
Capital Advisors Wealth Management
Washington
$709K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$708K
KWM
193
Kaydan Wealth Management
Michigan
$706K
SFA
194
Sequoia Financial Advisors
Ohio
$693K
CAM
195
Cozad Asset Management
Illinois
$688K
HSA
196
HBK Sorce Advisory
Pennsylvania
$675K
NW
197
NewEdge Wealth
Pennsylvania
$672K
Bank of New York Mellon
198
Bank of New York Mellon
New York
$666K
BFA
199
Benedict Financial Advisors
Georgia
$662K
EW
200
Element Wealth
Mississippi
$654K