DLN icon

WisdomTree US LargeCap Dividend Fund

462 hedge funds and large institutions have $3.77B invested in WisdomTree US LargeCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
MCF Advisors
Kentucky
$1.02M
RhumbLine Advisers
177
RhumbLine Advisers
Massachusetts
$1.01M
ZAM
178
Zevin Asset Management
Massachusetts
$1.01M
MA
179
MONECO Advisors
Connecticut
$1.01M
HNWAG
180
High Net Worth Advisory Group
Florida
$968K
GWP
181
Gateway Wealth Partners
Wisconsin
$968K
BH
182
Burk Holdings
Oklahoma
$965K
HP
183
Hilltop Partners
Indiana
$955K
DAS
184
Dynamic Advisor Solutions
Arizona
$941K
BAM
185
Bosun Asset Management
Illinois
$937K
WDL
186
Well Done LLC
Michigan
$903K
Bank of New York Mellon
187
Bank of New York Mellon
New York
$898K
HCA
188
Harpswell Capital Advisors
Maine
$893K
KA
189
Kovack Advisors
Florida
$868K
WWM
190
Western Wealth Management
Colorado
$862K
MFG
191
Merit Financial Group
Georgia
$853K
HAG
192
HighPoint Advisor Group
Illinois
$853K
PS
193
Principal Securities
Iowa
$843K
MFIM
194
Mesirow Financial Investment Management
Illinois
$842K
PI
195
PFG Investments
New York
$826K
RWP
196
RWA Wealth Partners
Massachusetts
$823K
NFSG
197
Newbridge Financial Services Group
Florida
$816K
6F
198
626 Financial
Michigan
$802K
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$797K
SF
200
Summit Financial
New Jersey
$777K