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WisdomTree US LargeCap Dividend Fund

425 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, 137 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
5.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
119
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWC
201
Adamsbrown Wealth Consultants
Kansas
$645K 7,858 +12 +0.2%
EWA
202
EverSource Wealth Advisors
Alabama
$643K 7,829 -1,127 -13%
HTC
203
Haverford Trust Company
Pennsylvania
$641K 7,802
IWC
204
Integrated Wealth Concepts
Massachusetts
$639K 7,782 -1,360 -15%
LOIP
205
Live Oak Investment Partners
Texas
$633K 7,707
MWA
206
Midland Wealth Advisors
Illinois
$631K 7,683 -31 -0.4%
SWGC
207
Summit Wealth Group (Colorado)
Colorado
$627K 7,635 +7,635 New
M&T Bank
208
M&T Bank
New York
$626K 7,622 -250 -3%
WWM
209
Western Wealth Management
Colorado
$619K 7,540 -101 -1%
PRTG
210
Post Resch Tallon Group
New York
$614K 7,475 -200 -3%
LFS
211
Lutz Financial Services
Nebraska
$612K 7,456
GEA
212
Glen Eagle Advisors
New Jersey
$609K 7,420 +210 +3%
SF
213
Synovus Financial
Georgia
$606K 7,370 -11 -0.1%
BJL
214
Brighton Jones LLC
Washington
$606K 7,379 +4,571 +163%
HWMT
215
Heritage Wealth Management (Texas)
Texas
$595K 7,247 -3,963 -35%
IWN
216
Independent Wealth Network
Iowa
$587K 7,141 +7,141 New
FPAS
217
Focus Partners Advisor Solutions
Missouri
$568K 6,914
CWM
218
Collaborative Wealth Management
Florida
$567K 6,900 -1,073 -13%
TH
219
Team Hewins
California
$565K 6,880
GAM
220
Grandview Asset Management
Pennsylvania
$560K 6,821 +27 +0.4%
SFG
221
Stonebridge Financial Group
Pennsylvania
$543K 6,608
FG
222
Fiduciary Group
Georgia
$543K 6,606
WTC
223
WhitTier Trust Company
Nevada
$540K 6,580
SWM
224
SpringVest Wealth Management
Texas
$538K 6,551
PWM
225
Perigon Wealth Management
California
$525K 6,388 -130 -2%