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WisdomTree US LargeCap Dividend Fund

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
201
FSA Advisors
Michigan
$630K -$275K -3,469 -30%
M&T Bank
202
M&T Bank
New York
$625K -$9.6K -121 -2%
IAIM
203
International Assets Investment Management
Florida
$625K -$15.2K -191 -2%
AQR Capital Management
204
AQR Capital Management
Connecticut
$624K -$114K -1,433 -15%
AWC
205
Adamsbrown Wealth Consultants
Kansas
$623K -$83.7K -1,054 -12%
SFA
206
Sequoia Financial Advisors
Ohio
$621K +$621K +7,827 New
HTC
207
Haverford Trust Company
Pennsylvania
$619K
MWA
208
Midland Wealth Advisors
Illinois
$612K -$20.7K -261 -3%
LOIP
209
Live Oak Investment Partners
Texas
$612K +$612K +7,707 New
WWM
210
Western Wealth Management
Colorado
$606K -$25.5K -321 -4%
PRTG
211
Post Resch Tallon Group
New York
$605K
LFS
212
Lutz Financial Services
Nebraska
$592K
SF
213
Synovus Financial
Georgia
$586K -$47K -592 -7%
Corient Private Wealth
214
Corient Private Wealth
Florida
$581K +$17.9K +226 +3%
GEA
215
Glen Eagle Advisors
New Jersey
$572K +$50.1K +631 +10%
FPAS
216
Focus Partners Advisor Solutions
Missouri
$549K +$158K +1,993 +40%
TH
217
Team Hewins
California
$546K
GAM
218
Grandview Asset Management
Pennsylvania
$539K +$1.75K +22 +0.3%
AP
219
Advisors Preferred
Maryland
$531K -$8.38M -105,688 -94%
Brown Advisory
220
Brown Advisory
Maryland
$525K
SFG
221
Stonebridge Financial Group
Pennsylvania
$524K
FG
222
Fiduciary Group
Georgia
$524K
WTC
223
WhitTier Trust Company
Nevada
$522K
SWM
224
SpringVest Wealth Management
Texas
$520K
PWM
225
Perigon Wealth Management
California
$517K -$4.92K -62 -0.9%