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WisdomTree US LargeCap Dividend Fund
DLN

432 hedge funds and large institutions have $3.31B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $3.15B → $3.31B (+$160M)

3% more funds holding

Funds holding: 418 → 432 (+14)

1.02% less ownership

Funds ownership: 67.15% → 66.14% (-1%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
5.69%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
121
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$52.9M
2
GVAG
Great Valley Advisor Group
Delaware
+$10.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.28M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$4.9M
5
WWM
Waterway Wealth Management
Texas
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18M
2
LPL Financial
LPL Financial
California
-$16.4M
3
WA
Win Advisors
Florida
-$8.97M
4
AIP
Almanack Investment Partners
Pennsylvania
-$8.96M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
276
Rathbones Group
United Kingdom
$386K – – –
GWAG
277
Garrett Wealth Advisory Group
Texas
$385K -$8.83K -113 -2%
C
278
Certuity
Florida
$351K +$4.3K +55 +1%
HI
279
Harbour Investments
Wisconsin
$335K – – –
WC
280
Wolfstich Capital
Massachusetts
$331K – – –
CW
281
Code Waechter
Florida
$329K – – –
MT
282
Midwest Trust
Kansas
$327K +$311K +3,982 New
RT
283
Rockland Trust
Massachusetts
$327K – – –
LFG
284
Larson Financial Group
Missouri
$326K +$1.41K +18 +0.5%
BRWA
285
B. Riley Wealth Advisors
Florida
$326K +$310K +3,971 New
KLI
286
Kelman-Lazarov Inc
Tennessee
$326K -$5.08K -65 -2%
IFWM
287
Institute for Wealth Management
Colorado
$325K -$1.01K -13 -0.3%
ES
288
Eagle Strategies
New York
$325K +$309K +3,955 New
SWA
289
Sax Wealth Advisors
New Jersey
$320K +$304K +3,890 New
DWP
290
Daymark Wealth Partners
Ohio
$314K – – –
CIC
291
Carnegie Investment Counsel
Ohio
$313K +$298K +3,811 New
FFS
292
Founders Financial Securities
Maryland
$309K +$12K +154 +4%
JWBC
293
J.W. Burns & Co
New York
$308K – – –
MIAS
294
Mason Investment Advisory Services
Virginia
$307K – – –
QCM
295
Quantinno Capital Management
New York
$303K +$288K +3,688 New
NA
296
Novus Advisors
South Carolina
$301K -$89K -1,140 -24%
SSWG
297
Seven Springs Wealth Group
Tennessee
$296K – – –
CFG
298
Citizens Financial Group
Rhode Island
$295K +$391 +5 +0.1%
SFC
299
Strategic Financial Concepts
Texas
$295K -$3.2K -41 -1%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$295K +$234 +3 +0.1%
10 11
12
13 14

DLN Hedge Fund Activity: Q2 2025 in Review

432 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2025, worth a combined $3.31B — up 5.1% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DLN positions and 21 closed out — a net gain of 16 holders — while 137 added to existing stakes and 121 trimmed.

The largest buyer was Ameriprise, adding an estimated $52.9M. The largest seller was Commonwealth Equity Services, cutting an estimated $18M.

  • 432 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2025, up from 418 in Q1 2025.
  • Funds reported $3.31B of WisdomTree US LargeCap Dividend Fund stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 37 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2025 and 21 closed out, a net change of +16 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2025 was Ameriprise, an estimated $52.9M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2025 was Commonwealth Equity Services, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2025.