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WisdomTree US LargeCap Dividend Fund

431 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
IWC
176
Integrated Wealth Concepts
Massachusetts
$959K
OC
177
Oppenheimer & Co
New York
$957K
BH
178
Burk Holdings
Oklahoma
$940K
HP
179
Hilltop Partners
Indiana
$930K
AQR Capital Management
180
AQR Capital Management
Connecticut
$909K
Bank of New York Mellon
181
Bank of New York Mellon
New York
$905K
WIA
182
World Investment Advisors
California
$904K
DAS
183
Dynamic Advisor Solutions
Arizona
$898K
WDL
184
Well Done LLC
Michigan
$880K
NCM
185
Noesis Capital Mangement
Florida
$870K
HCA
186
Harpswell Capital Advisors
Maine
$870K
GRP
187
Global Retirement Partners
California
$868K
NFSG
188
Newbridge Financial Services Group
Florida
$866K
MA
189
MONECO Advisors
Connecticut
$846K
6F
190
626 Financial
Michigan
$846K
MFG
191
Merit Financial Group
Georgia
$834K
PI
192
PFG Investments
New York
$809K
RWP
193
RWA Wealth Partners
Massachusetts
$802K
LNWWM
194
Laird Norton Wetherby Wealth Management
California
$795K
IW
195
Imprint Wealth
South Carolina
$793K
PS
196
Principal Securities
Iowa
$787K
BAM
197
Bosun Asset Management
Illinois
$783K
TFS
198
Thoroughbred Financial Services
Tennessee
$773K
FPAS
199
Focus Partners Advisor Solutions
Missouri
$767K
NFA
200
Northwest Financial Advisors
Virginia
$758K