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WisdomTree US LargeCap Dividend Fund
DLN

434 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

25% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 122

8% more capital invested

Capital invested by funds: $3.31B → $3.58B (+$266M)

0% more funds holding

Funds holding: 432 → 434 (+2)

0.16% more ownership

Funds ownership: 66.14% → 66.3% (+0.16%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.7%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
34
Increased
153
Reduced
122
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$19.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.5M
3
WWM
Waterway Wealth Management
Texas
+$11.2M
4
Bank of America
Bank of America
North Carolina
+$9.47M
5
CL
CLG LLC
California
+$8.34M

Top Sellers

Rank Fund Capital Flow
1
FI
FIDELIS iM
Oregon
-$14.5M
2
Morgan Stanley
Morgan Stanley
New York
-$7.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.41M
4
Ameriprise
Ameriprise
Minnesota
-$4.38M
5
CWMK
Caliber Wealth Management (Kansas)
Kansas
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
301
Citizens Financial Group
Rhode Island
$313K +$338 +4 +0.1%
SSWG
302
Seven Springs Wealth Group
Tennessee
$313K – – –
KA
303
Kovack Advisors
Florida
$313K +$19K +225 +7%
NA
304
Novus Advisors
South Carolina
$313K -$6.09K -72 -2%
SSWM
305
Sheets Smith Wealth Management
North Carolina
$312K +$169 +2 +0.1%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$312K +$304K +3,589 New
RA
307
Rodgers & Associates
Pennsylvania
$312K +$6.35K +75 +2%
GKWIM
308
Gerber Kawasaki Wealth & Investment Management
California
$312K +$303K +3,583 New
PFS
309
Prospera Financial Services
Texas
$305K – – –
LFAS
310
Level Four Advisory Services
Texas
$303K – – –
CSP
311
Cary Street Partners
Virginia
$299K +$26.9K +318 +10%
IA
312
Insight Advisors
Pennsylvania
$296K -$3.98K -47 -1%
CTWM
313
Cherry Tree Wealth Management
Minnesota
$295K – – –
IFWM
314
Institute for Wealth Management
Colorado
$292K -$50.8K -600 -15%
AA
315
Ancora Advisors
Ohio
$290K +$15K +177 +6%
OWP
316
Obermeyer Wealth Partners
Colorado
$286K +$27.2K +322 +11%
WCP
317
Wick Capital Partners
Pennsylvania
$286K +$162K +1,920 +141%
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$285K – – –
VC
319
Vicus Capital
Pennsylvania
$283K -$1.1K -13 -0.4%
BHIA
320
Birch Hill Investment Advisors
Massachusetts
$278K – – –
GWSG
321
GPS Wealth Strategies Group
Colorado
$275K +$254 +3 +0.1%
WCG
322
Weaver Consulting Group
California
$272K -$2.37K -28 -0.9%
MIM
323
MTM Investment Management
South Carolina
$272K – – –
SS
324
SBI Securities
Japan
$270K -$169 -2 -0.1%
SP
325
Stonebrook Private
Michigan
$269K -$1.95K -23 -0.7%
11 12
13
14 15

DLN Hedge Fund Activity: Q3 2025 in Review

434 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2025, worth a combined $3.58B — up 8% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DLN positions and 25 closed out — a net gain of 9 holders — while 153 added to existing stakes and 122 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.1M. The largest seller was FIDELIS iM, cutting an estimated $14.5M.

  • 434 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2025, up from 432 in Q2 2025.
  • Funds reported $3.58B of WisdomTree US LargeCap Dividend Fund stock for Q3 2025, up 8% quarter-over-quarter.
  • 34 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2025 and 25 closed out, a net change of +9 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2025 was LPL Financial, an estimated $19.1M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2025 was FIDELIS iM, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2025.