WisdomTree U.S. LargeCap Dividend Fund has 10 Schedule 13D or 13G filings on record since 2025-07-18. 4 holders' latest filing reports 5% or more of exchange-traded fund. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | 24.5% | 5,703,895 | SCHEDULE 13G, 2026-03-12 | 2023-01-31 |
| Win Advisors, Inc | 7.88% | 405,116 | SCHEDULE 13G, 2026-08-06 | 2026-06-09 |
| Alchemi Wealth, LLC | 6.91% | 0 | SCHEDULE 13G/A, 2026-07-29 | 2026-06-30 |
| Savant Capital, LLC | 6.31% | 804,669 | SCHEDULE 13G, 2025-11-05 | 2025-10-31 |
| The PNC Financial Services Group, Inc. | 4.87% | 3,103,240 | SCHEDULE 13G/A, 2026-08-07 | 2026-06-30 |
| Bank of New York Mellon Corp | 4.8% | 123,788 | SCHEDULE 13G/A, 2025-07-18 | 2025-06-30 |
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-18 | Bank of New York Mellon Corp | 4.8% | SCHEDULE 13G/A |
| 2025-08-18 | Win Advisors, Inc | 0.6% | SCHEDULE 13G/A |
| 2025-11-05 | Savant Capital, LLC | 6.31% | SCHEDULE 13G |
| 2025-11-07 | The PNC Financial Services Group, Inc. | 8.07% | SCHEDULE 13G/A |
| 2026-02-06 | The PNC Financial Services Group, Inc. | 6.16% | SCHEDULE 13G/A |
| 2026-03-12 | Halbert Hargrove Global Advisors, LLC | 24.5% | SCHEDULE 13G |
| 2026-04-30 | Alchemi Wealth, LLC | 5.04% | SCHEDULE 13G |
| 2026-07-29 | Alchemi Wealth, LLC | 6.91% | SCHEDULE 13G/A |
| 2026-08-06 | Win Advisors, Inc | 7.88% | SCHEDULE 13G |
| 2026-08-07 | The PNC Financial Services Group, Inc. | 4.87% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.