As of November 7, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of WisdomTree U.S. LargeCap Dividend Fund. The largest reported stake is Halbert Hargrove Global Advisors, LLC's, at 24.5%. 10 filings are on record since July 18, 2025 (Schedule 13G, March 12, 2026).
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Key facts
- · Reporting person: The PNC Financial Services Group, Inc. · Sole voting: 2,651,512 · Shared voting: 409,693 · Sole dispositive: 2,683,817 · Shared dispositive: 419,163 · SCHEDULE 13G/A, 2026-08-07
- · Reporting person: Win Advisors, Inc · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 405,116 · Shared dispositive: 0 · SCHEDULE 13G, 2026-08-06
- · Reporting person: Alchemi Wealth, LLC · Sole voting: 6,227 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-29
- · Holder: Alchemi Wealth, LLC · Percent: 5.04% · SCHEDULE 13G
- · Holder: Halbert Hargrove Global Advisors, LLC · Percent: 24.5% · SCHEDULE 13G
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 |
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More on WisdomTree U.S. LargeCap Dividend Fund and the records around it.
Companies that share a holder
- WIN ADVISORS, INC also filed stake reports on 1 other company: FIRST TRUST EXCHANGE-TRADED FUND VI (Nov 2025)
- Savant Capital, LLC also filed stake reports on 4 other companies: AMERICAN CENTURY ETF TRUST (May 2026), Dimensional ETF Trust (Feb 2026), SPDR INDEX SHARES FUNDS (Aug 2025)
- The PNC Financial Services Group, Inc. also filed stake reports on 9 other companies: Avantis US Large Cap Value ETF (Nov 2026), Invesco China Technology ETF (Nov 2026), Global X Artificial Intelligence & Technology ETF (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Win Advisors, Inc | 0 | 0 | 405,116 | 0 | SCHEDULE 13G, 2026-08-06 |
| Alchemi Wealth, LLC | 6,227 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-07-29 |
| The PNC Financial Services Group, Inc. | 2,651,512 | 409,693 | 2,683,817 | 419,163 | SCHEDULE 13G/A, 2026-08-07 |
The latest filing identifies WisdomTree U.S. LargeCap Dividend Fund by CUSIP 97717W307 and gives its principal executive office as 250 West 34th Street, 3rd Floor, New York, NY 10119 (SCHEDULE 13G/A, 2026-08-07).
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 |
Questions about who owns WisdomTree U.S. LargeCap Dividend Fund
Who owns WisdomTree U.S. LargeCap Dividend Fund?
On this page, 4 holders' latest ownership filings report 5% or more of WisdomTree U.S. LargeCap Dividend Fund: Halbert Hargrove Global Advisors, LLC (24.5%, Schedule 13G, filed 2026-03-12), Win Advisors, Inc (7.88%, Schedule 13G, filed 2026-08-06), Alchemi Wealth, LLC (6.91%, Schedule 13G/A, filed 2026-07-29) and Savant Capital, LLC (6.31%, Schedule 13G, filed 2025-11-05).
Who are the largest shareholders of WisdomTree U.S. LargeCap Dividend Fund?
By the share each holder's latest filing reports, the largest holders of WisdomTree U.S. LargeCap Dividend Fund on this page are Halbert Hargrove Global Advisors, LLC (24.5%), Win Advisors, Inc (7.88%) and Alchemi Wealth, LLC (6.91%).
When did Halbert Hargrove Global Advisors, LLC buy into WisdomTree U.S. LargeCap Dividend Fund?
The filings give report dates, not purchase dates. The earliest filing from Halbert Hargrove Global Advisors, LLC on this page is the Schedule 13G, filed 2026-03-12, reporting 24.5%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 10 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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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.