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WisdomTree US LargeCap Dividend Fund

449 hedge funds and large institutions have $4.03B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 113 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
LNWTC
201
Laird Norton Wetherby Trust Company
Washington
$776K
SF
202
Summit Financial
New Jersey
$767K
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$766K
TFS
204
Thoroughbred Financial Services
Tennessee
$765K
CAWM
205
Capital Advisors Wealth Management
Washington
$757K
KWM
206
Kaydan Wealth Management
Michigan
$749K
CAM
207
Cozad Asset Management
Illinois
$736K
IAIM
208
International Assets Investment Management
Florida
$716K
BFA
209
Benedict Financial Advisors
Georgia
$710K
FTS
210
Fifth Third Securities
Ohio
$710K
NW
211
NewEdge Wealth
Pennsylvania
$709K
NCM
212
Noesis Capital Mangement
Florida
$705K
SFA
213
Sequoia Financial Advisors
Ohio
$699K
AWC
214
Adamsbrown Wealth Consultants
Kansas
$690K
HTC
215
Haverford Trust Company
Pennsylvania
$687K
EWA
216
EverSource Wealth Advisors
Alabama
$683K
SWGC
217
Summit Wealth Group (Colorado)
Colorado
$676K
IWM
218
IHT Wealth Management
Illinois
$675K
HSA
219
HBK Sorce Advisory
Pennsylvania
$673K
GEA
220
Glen Eagle Advisors
New Jersey
$667K
WIM
221
WealthPlan Investment Management
Nebraska
$658K
LFS
222
Lutz Financial Services
Nebraska
$657K
FTUS
223
Flow Traders U.S.
New York
$656K
SWP
224
ShoreHaven Wealth Partners
New Jersey
$644K
PRTG
225
Post Resch Tallon Group
New York
$631K