DOL icon

WisdomTree International LargeCap Dividend Fund
DOL

Overview Fund Activity

91 hedge funds and large institutions have $419M invested in WisdomTree International LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
30
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.2M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.82M
3
CFP
3
Cascade Financial Partners
California
$11.9M
4
Bank of America
4
Bank of America
North Carolina
$10.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$765K

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.01M
2
FHC
2
First Heartland Consultants
Missouri
$0
3
Creative Planning
3
Creative Planning
Kansas
$148M
4
GSEP
4
Golden State Equity Partners
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$148M 2,694,168 -28,777 -1%
HNB
2
Huntington National Bank
Ohio
– – – –
Morgan Stanley
3
Morgan Stanley
New York
$38.2M 692,896 +65,367 +10%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19.8M 360,082 +3,576 +1%
BW
5
BIP Wealth
Georgia
$17.8M 324,086 +3,721 +1%
KFI
6
Key Financial Inc
Pennsylvania
$16.8M 304,163 +7,246 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.9M 270,829 +6,791 +3%
CFP
8
Cascade Financial Partners
California
$11.9M 216,164 +16,178 +8%
Bank of America
9
Bank of America
North Carolina
$10.3M 186,521 +16,082 +9%
LPL Financial
10
LPL Financial
California
$10.2M 184,726 -20,958 -10%
M&T Bank
11
M&T Bank
New York
$8.31M 150,828 +2,547 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.71M 121,840 -4,131 -3%
AWE
13
Avidian Wealth Enterprises
Texas
$6.51M 118,207 +51 +0%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$6.35M 115,248 +8,328 +8%
EFA
15
Evernest Financial Advisors
Indiana
$4.77M 86,570 -2,550 -3%
PAG
16
Powers Advisory Group
Illinois
$4.5M 81,787 -1,098 -1%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.49M 63,329 -5,861 -8%
UBS Group
18
UBS Group
Switzerland
$3.44M 62,535 +5,054 +9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.01M 54,700 -35,519 -39%
CWM
20
Congress Wealth Management
Massachusetts
$2.99M 54,380 -8,049 -13%
Wells Fargo
21
Wells Fargo
California
$2.57M 46,681 -2,146 -4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.48M 45,118 -2,617 -5%
GIA
23
Gladstone Institutional Advisory
Florida
$2.44M 44,340 +2,916 +7%
Mariner
24
Mariner
Kansas
$2.2M 40,011 -8,792 -18%
AI
25
Atria Investments
North Carolina
$2.02M 36,706 +4,351 +13%
1
2 3 4 5