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WisdomTree US LargeCap Dividend Fund

453 hedge funds and large institutions have $4.05B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
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
Brown Advisory
201
Brown Advisory
Maryland
$795K
LNWTC
202
Laird Norton Wetherby Trust Company
Washington
$776K
SF
203
Summit Financial
New Jersey
$767K
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$766K
TFS
205
Thoroughbred Financial Services
Tennessee
$765K
CAWM
206
Capital Advisors Wealth Management
Washington
$757K
KWM
207
Kaydan Wealth Management
Michigan
$749K
CAM
208
Cozad Asset Management
Illinois
$736K
IAIM
209
International Assets Investment Management
Florida
$716K
BFA
210
Benedict Financial Advisors
Georgia
$710K
FTS
211
Fifth Third Securities
Ohio
$710K
NW
212
NewEdge Wealth
Pennsylvania
$709K
NCM
213
Noesis Capital Mangement
Florida
$705K
SFA
214
Sequoia Financial Advisors
Ohio
$699K
AWC
215
Adamsbrown Wealth Consultants
Kansas
$690K
HTC
216
Haverford Trust Company
Pennsylvania
$687K
EWA
217
EverSource Wealth Advisors
Alabama
$683K
SWGC
218
Summit Wealth Group (Colorado)
Colorado
$676K
IWM
219
IHT Wealth Management
Illinois
$675K
HSA
220
HBK Sorce Advisory
Pennsylvania
$673K
GEA
221
Glen Eagle Advisors
New Jersey
$667K
WIM
222
WealthPlan Investment Management
Nebraska
$658K
LFS
223
Lutz Financial Services
Nebraska
$657K
FTUS
224
Flow Traders U.S.
New York
$656K
SWP
225
ShoreHaven Wealth Partners
New Jersey
$644K