DLN icon

WisdomTree US LargeCap Dividend Fund

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, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
IAIM
201
International Assets Investment Management
Florida
$651K
AWC
202
Adamsbrown Wealth Consultants
Kansas
$645K
EWA
203
EverSource Wealth Advisors
Alabama
$643K
HTC
204
Haverford Trust Company
Pennsylvania
$641K
IWC
205
Integrated Wealth Concepts
Massachusetts
$639K
LOIP
206
Live Oak Investment Partners
Texas
$633K
MWA
207
Midland Wealth Advisors
Illinois
$631K
SWGC
208
Summit Wealth Group (Colorado)
Colorado
$627K
M&T Bank
209
M&T Bank
New York
$626K
WWM
210
Western Wealth Management
Colorado
$619K
PRTG
211
Post Resch Tallon Group
New York
$614K
LFS
212
Lutz Financial Services
Nebraska
$612K
GEA
213
Glen Eagle Advisors
New Jersey
$609K
SF
214
Synovus Financial
Georgia
$606K
BJL
215
Brighton Jones LLC
Washington
$606K
HWMT
216
Heritage Wealth Management (Texas)
Texas
$595K
Corient Private Wealth
217
Corient Private Wealth
Florida
$593K
IWN
218
Independent Wealth Network
Iowa
$587K
FPAS
219
Focus Partners Advisor Solutions
Missouri
$568K
CWM
220
Collaborative Wealth Management
Florida
$567K
TH
221
Team Hewins
California
$565K
GAM
222
Grandview Asset Management
Pennsylvania
$560K
SFG
223
Stonebridge Financial Group
Pennsylvania
$543K
FG
224
Fiduciary Group
Georgia
$543K
WTC
225
WhitTier Trust Company
Nevada
$540K