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WisdomTree US LargeCap Dividend Fund

431 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, 151 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
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
SF
201
Summit Financial
New Jersey
$758K
CAWM
202
Capital Advisors Wealth Management
Washington
$746K
KWM
203
Kaydan Wealth Management
Michigan
$745K
SFA
204
Sequoia Financial Advisors
Ohio
$734K
CAM
205
Cozad Asset Management
Illinois
$727K
HSA
206
HBK Sorce Advisory
Pennsylvania
$713K
BFA
207
Benedict Financial Advisors
Georgia
$702K
FTS
208
Fifth Third Securities
Ohio
$701K
WWM
209
Western Wealth Management
Colorado
$700K
NW
210
NewEdge Wealth
Pennsylvania
$695K
LOIP
211
Live Oak Investment Partners
Texas
$686K
AWC
212
Adamsbrown Wealth Consultants
Kansas
$685K
EWA
213
EverSource Wealth Advisors
Alabama
$680K
HTC
214
Haverford Trust Company
Pennsylvania
$679K
Citadel Advisors
215
Citadel Advisors
Florida
$664K
IWM
216
IHT Wealth Management
Illinois
$664K
M&T Bank
217
M&T Bank
New York
$663K
AIP
218
Almanack Investment Partners
Pennsylvania
$662K
GEA
219
Glen Eagle Advisors
New Jersey
$658K
IAIM
220
International Assets Investment Management
Florida
$656K
Corient Private Wealth
221
Corient Private Wealth
Florida
$656K
LFS
222
Lutz Financial Services
Nebraska
$649K
BJL
223
Brighton Jones LLC
Washington
$645K
SWP
224
ShoreHaven Wealth Partners
New Jersey
$637K
PRTG
225
Post Resch Tallon Group
New York
$629K