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WisdomTree US LargeCap Dividend Fund
DLN

418 hedge funds and large institutions have $3.15B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

3% more funds holding

Funds holding: 406 → 418 (+12)

1.16% more ownership

Funds ownership: 65.99% → 67.15% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

8% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 131

58% less capital invested

Capital invested by funds: $7.47B → $3.15B (-$4.31B)

Holders
418
Holders Change
+12
Holders Change %
+2.96%
% of All Funds
5.6%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
38
Increased
121
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
+$94M
2
LPL Financial
LPL Financial
California
+$39.5M
3
CA
Clearstead Advisors
Ohio
+$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
+$19.9M
5
WA
Win Advisors
Florida
+$9.02M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$53.7M
2
ACM
Advisors Capital Management
New Jersey
-$48M
3
Ameriprise
Ameriprise
Minnesota
-$27.4M
4
AP
Advisors Preferred
Maryland
-$8.43M
5
BHB
Bank Hapoalim BM
Israel
-$7.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
301
Guidance Capital
Kentucky
$262K -$3.83K -48 -1%
WCP
302
Wick Capital Partners
Pennsylvania
$260K +$262K +3,281 New
EAM
303
Empirical Asset Management
Massachusetts
$260K -$579K -7,251 -69%
VC
304
Vicus Capital
Pennsylvania
$259K +$479 +6 +0.2%
CAL
305
Capital Analysts LLC
Pennsylvania
$257K +$1.12K +14 +0.4%
SP
306
Stonebrook Private
Michigan
$254K -$2.39K -30 -0.9%
WCG
307
Weaver Consulting Group
California
$254K – – –
BHIA
308
Birch Hill Investment Advisors
Massachusetts
$254K – – –
SS
309
SBI Securities
Japan
$254K -$21.5K -270 -8%
AA
310
Ancora Advisors
Ohio
$251K – – –
GWSG
311
GPS Wealth Strategies Group
Colorado
$250K +$160 +2 +0.1%
MIM
312
MTM Investment Management
South Carolina
$247K – – –
MSA
313
Marino Stram & Associates
Massachusetts
$244K – – –
ISFAN
314
Investor's Fiduciary Advisor Network
Washington
$244K – – –
FC
315
Fusion Capital
South Carolina
$243K – – –
BA
316
Bridgewater Advisors
New York
$242K +$252K +3,152 New
BOSSRA
317
B.O.S.S. Retirement Advisors
Utah
$242K -$23.6K -296 -9%
MA
318
MCF Advisors
Kentucky
$238K – – –
PWM
319
PMG Wealth Management
Illinois
$238K – – –
TSMHT
320
Thurston Springer Miller Herd & Titak
Indiana
$238K +$239K +3,000 New
BIG
321
Brookwood Investment Group
Arizona
$238K +$239K +2,998 New
BPA
322
Beacon Pointe Advisors
California
$235K -$107K -1,345 -31%
AFM
323
Armstrong Fleming & Moore
District of Columbia
$235K +$236K +2,963 New
DFS
324
Dixon Fnancial Services
California
$226K +$1.04K +13 +0.5%
AWA
325
Arkadios Wealth Advisors
Georgia
$224K +$958 +12 +0.4%
11 12
13
14 15

DLN Hedge Fund Activity: Q1 2025 in Review

418 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2025, worth a combined $3.15B — down 58% from $7.47B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DLN positions and 18 closed out — a net gain of 20 holders — while 121 added to existing stakes and 131 trimmed.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $94M. The largest seller was Bank of America, cutting an estimated $53.7M.

  • 418 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2025, up from 406 in Q4 2024.
  • Funds reported $3.15B of WisdomTree US LargeCap Dividend Fund stock for Q1 2025, down 58% quarter-over-quarter.
  • 38 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2025 and 18 closed out, a net change of +20 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2025 was Trilogy Capital, an estimated $94M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2025 was Bank of America, an estimated $53.7M sold.

Based on aggregated 13F filings for Q1 2025.