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WisdomTree US LargeCap Dividend Fund

462 hedge funds and large institutions have $3.77B invested in WisdomTree US LargeCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
TFS
201
Thoroughbred Financial Services
Tennessee
$776K
M&T Bank
202
M&T Bank
New York
$774K
LNWTC
203
Laird Norton Wetherby Trust Company
Washington
$764K
KWM
204
Kaydan Wealth Management
Michigan
$762K
CAWM
205
Capital Advisors Wealth Management
Washington
$760K
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$756K
CCM
207
Compass Capital Management
Minnesota
$747K
CAM
208
Cozad Asset Management
Illinois
$745K
UBS AM
209
UBS AM
Illinois
$744K
RA
210
RFG Advisory
Alabama
$738K
FTS
211
Fifth Third Securities
Ohio
$736K
NS
212
NBC Securities
Alabama
$717K
NCM
213
Noesis Capital Mangement
Florida
$715K
Brown Advisory
214
Brown Advisory
Maryland
$705K
IW
215
Imprint Wealth
South Carolina
$700K
HTC
216
Haverford Trust Company
Pennsylvania
$697K
SFA
217
Sequoia Financial Advisors
Ohio
$694K
NW
218
NewEdge Wealth
Pennsylvania
$692K
SWGC
219
Summit Wealth Group (Colorado)
Colorado
$688K
IWM
220
IHT Wealth Management
Illinois
$688K
Fisher Asset Management
221
Fisher Asset Management
Washington
$683K
HSA
222
HBK Sorce Advisory
Pennsylvania
$678K
GEA
223
Glen Eagle Advisors
New Jersey
$677K
AWC
224
Adamsbrown Wealth Consultants
Kansas
$667K
LFS
225
Lutz Financial Services
Nebraska
$666K