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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$93.5M
2
LPL Financial
2
LPL Financial
California
$275M
3
CA
3
Clearstead Advisors
Ohio
$82.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$36.3M
5
CWMK
5
Caliber Wealth Management (Kansas)
Kansas
$10.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$78.7M
2
ACM
2
Advisors Capital Management
New Jersey
$1.01M
3
Ameriprise
3
Ameriprise
Minnesota
$113M
4
AP
4
Advisors Preferred
Maryland
$531K
5
BHB
5
Bank Hapoalim BM
Israel
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$309M 3,892,481 -16,132 -0.4%
LPL Financial
2
LPL Financial
California
$275M 3,459,506 +495,251 +17%
Morgan Stanley
3
Morgan Stanley
New York
$235M 2,963,915 +48,987 +2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$188M 2,370,981 +20,155 +0.9%
Ameriprise
5
Ameriprise
Minnesota
$113M 1,429,688 -343,804 -19%
Creative Planning
6
Creative Planning
Kansas
$110M 1,384,297 -1,927 -0.1%
UBS Group
7
UBS Group
Switzerland
$104M 1,315,222 +27,157 +2%
TC
8
Trilogy Capital
California
$93.5M 1,177,539 +1,177,539 New
EWM
9
Evercore Wealth Management
New York
$86.6M 1,091,046 -43,030 -4%
GVAG
10
Great Valley Advisor Group
Delaware
$82.2M 1,035,665 +84,877 +9%
CA
11
Clearstead Advisors
Ohio
$82.1M 1,034,949 +314,662 +44%
Bank of America
12
Bank of America
North Carolina
$78.7M 991,315 -672,597 -40%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$68.6M 863,812 +81,188 +10%
Wells Fargo
14
Wells Fargo
California
$53.2M 670,600 +17,141 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$51M 643,025 -80,988 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$47.4M 597,464 +43,219 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$46.5M 586,039 +5,549 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$44.8M 564,718 -714 -0.1%
Raymond James Financial
19
Raymond James Financial
Florida
$44.4M 559,604 -20,038 -3%
WWM
20
Waterway Wealth Management
Texas
$42.7M 538,555 +17,199 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$36.3M 457,750 +249,481 +120%
IWP
22
IAG Wealth Partners
Wisconsin
$33M 415,606 +3,221 +0.8%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$31M 390,335 +4,115 +1%
SWP
24
Stratos Wealth Partners
Ohio
$30.5M 384,103 -37,605 -9%
LI
25
LRI Investments
Florida
$26.8M 337,618 -106 -0%
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