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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

428 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, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
5.74%
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
120
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$55.6M
2
GVAG
Great Valley Advisor Group
Delaware
+$11.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.6M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$5.15M
5
WWM
Waterway Wealth Management
Texas
+$5.08M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.9M
2
LPL Financial
LPL Financial
California
-$17.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$9.42M
4
WA
Win Advisors
Florida
-$8.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
201
Element Wealth
Mississippi
$654K -$4.85K -59 -0.7%
IAIM
202
International Assets Investment Management
Florida
$651K +$4.68K +57 +0.7%
AWC
203
Adamsbrown Wealth Consultants
Kansas
$645K +$986 +12 +0.2%
EWA
204
EverSource Wealth Advisors
Alabama
$643K -$92.6K -1,127 -13%
HTC
205
Haverford Trust Company
Pennsylvania
$641K – – –
IWC
206
Integrated Wealth Concepts
Massachusetts
$639K -$112K -1,360 -15%
LOIP
207
Live Oak Investment Partners
Texas
$633K – – –
MWA
208
Midland Wealth Advisors
Illinois
$631K -$2.55K -31 -0.4%
SWGC
209
Summit Wealth Group (Colorado)
Colorado
$627K +$627K +7,635 New
M&T Bank
210
M&T Bank
New York
$626K -$20.5K -250 -3%
WWM
211
Western Wealth Management
Colorado
$619K -$8.3K -101 -1%
PRTG
212
Post Resch Tallon Group
New York
$614K -$16.4K -200 -3%
LFS
213
Lutz Financial Services
Nebraska
$612K – – –
GEA
214
Glen Eagle Advisors
New Jersey
$609K +$17.2K +210 +3%
SF
215
Synovus Financial
Georgia
$606K -$905 -11 -0.1%
BJL
216
Brighton Jones LLC
Washington
$606K +$375K +4,571 +163%
HWMT
217
Heritage Wealth Management (Texas)
Texas
$595K -$326K -3,963 -35%
IWN
218
Independent Wealth Network
Iowa
$587K +$587K +7,141 New
FPAS
219
Focus Partners Advisor Solutions
Missouri
$568K – – –
CWM
220
Collaborative Wealth Management
Florida
$567K -$88.1K -1,073 -13%
TH
221
Team Hewins
California
$565K – – –
GAM
222
Grandview Asset Management
Pennsylvania
$560K +$2.22K +27 +0.4%
SFG
223
Stonebridge Financial Group
Pennsylvania
$543K – – –
FG
224
Fiduciary Group
Georgia
$543K – – –
WTC
225
WhitTier Trust Company
Nevada
$540K – – –
7 8
9
10 11