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WisdomTree US LargeCap Dividend Fund

453 hedge funds and large institutions have $4.05B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
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
HNWAG
176
High Net Worth Advisory Group
Florida
$1.11M
WS
177
Wedbush Securities
California
$1.07M
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$1.06M
AQR Capital Management
179
AQR Capital Management
Connecticut
$1.04M
OA
180
Operose Advisors
Wisconsin
$1.03M
CC
181
Courier Capital
New York
$1.01M
ZAM
182
Zevin Asset Management
Massachusetts
$995K
GRP
183
Global Retirement Partners
California
$993K
DAS
184
Dynamic Advisor Solutions
Arizona
$991K
BH
185
Burk Holdings
Oklahoma
$951K
MA
186
MONECO Advisors
Connecticut
$948K
HP
187
Hilltop Partners
Indiana
$941K
BAM
188
Bosun Asset Management
Illinois
$924K
WDL
189
Well Done LLC
Michigan
$891K
HCA
190
Harpswell Capital Advisors
Maine
$881K
WWM
191
Western Wealth Management
Colorado
$872K
KA
192
Kovack Advisors
Florida
$861K
MFG
193
Merit Financial Group
Georgia
$855K
6F
194
626 Financial
Michigan
$853K
MFIM
195
Mesirow Financial Investment Management
Illinois
$828K
PS
196
Principal Securities
Iowa
$815K
RWP
197
RWA Wealth Partners
Massachusetts
$812K
NFSG
198
Newbridge Financial Services Group
Florida
$811K
M&T Bank
199
M&T Bank
New York
$807K
PI
200
PFG Investments
New York
$806K