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WisdomTree US LargeCap Dividend Fund

449 hedge funds and large institutions have $4.03B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 113 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$1.06M
AQR Capital Management
177
AQR Capital Management
Connecticut
$1.04M
OA
178
Operose Advisors
Wisconsin
$1.03M
CC
179
Courier Capital
New York
$1.01M
WIA
180
World Investment Advisors
California
$1.01M
ZAM
181
Zevin Asset Management
Massachusetts
$995K
GRP
182
Global Retirement Partners
California
$993K
DAS
183
Dynamic Advisor Solutions
Arizona
$991K
BH
184
Burk Holdings
Oklahoma
$951K
MA
185
MONECO Advisors
Connecticut
$948K
HP
186
Hilltop Partners
Indiana
$941K
BAM
187
Bosun Asset Management
Illinois
$924K
WDL
188
Well Done LLC
Michigan
$891K
HCA
189
Harpswell Capital Advisors
Maine
$881K
WWM
190
Western Wealth Management
Colorado
$872K
KA
191
Kovack Advisors
Florida
$861K
MFG
192
Merit Financial Group
Georgia
$855K
6F
193
626 Financial
Michigan
$853K
MFIM
194
Mesirow Financial Investment Management
Illinois
$828K
PS
195
Principal Securities
Iowa
$815K
RWP
196
RWA Wealth Partners
Massachusetts
$812K
NFSG
197
Newbridge Financial Services Group
Florida
$811K
M&T Bank
198
M&T Bank
New York
$807K
PI
199
PFG Investments
New York
$806K
Brown Advisory
200
Brown Advisory
Maryland
$795K