DLN icon

WisdomTree US LargeCap Dividend Fund

432 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
NFA
201
Northwest Financial Advisors
Virginia
$758K
SF
202
Summit Financial
New Jersey
$758K
CAWM
203
Capital Advisors Wealth Management
Washington
$746K
KWM
204
Kaydan Wealth Management
Michigan
$745K
SFA
205
Sequoia Financial Advisors
Ohio
$734K
CAM
206
Cozad Asset Management
Illinois
$727K
HSA
207
HBK Sorce Advisory
Pennsylvania
$713K
BFA
208
Benedict Financial Advisors
Georgia
$702K
FTS
209
Fifth Third Securities
Ohio
$701K
WWM
210
Western Wealth Management
Colorado
$700K
NW
211
NewEdge Wealth
Pennsylvania
$695K
LOIP
212
Live Oak Investment Partners
Texas
$686K
AWC
213
Adamsbrown Wealth Consultants
Kansas
$685K
EWA
214
EverSource Wealth Advisors
Alabama
$680K
HTC
215
Haverford Trust Company
Pennsylvania
$679K
Citadel Advisors
216
Citadel Advisors
Florida
$664K
IWM
217
IHT Wealth Management
Illinois
$664K
M&T Bank
218
M&T Bank
New York
$663K
AIP
219
Almanack Investment Partners
Pennsylvania
$662K
GEA
220
Glen Eagle Advisors
New Jersey
$658K
IAIM
221
International Assets Investment Management
Florida
$656K
Corient Private Wealth
222
Corient Private Wealth
Florida
$656K
LFS
223
Lutz Financial Services
Nebraska
$649K
BJL
224
Brighton Jones LLC
Washington
$645K
SWP
225
ShoreHaven Wealth Partners
New Jersey
$637K