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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
PWP
326
Perfromance Wealth Partners
Illinois
$224K – – –
TIA
327
Tiemann Investment Advisors
California
$224K – – –
BJL
328
Brighton Jones LLC
Washington
$223K +$958 +12 +0.4%
FFN
329
Focus Financial Network
Minnesota
$223K – – –
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K – – –
KCIC
331
Kuhn & Co Investment Counsel
Illinois
$216K +$217K +2,725 New
PIM
332
Pullen Investment Management
Florida
$216K – – –
UWM
333
USAdvisors Wealth Management
Minnesota
$216K -$22.3K -280 -9%
NCMW
334
Northern Capital Management (Washington)
Washington
$215K – – –
CAG
335
Csenge Advisory Group
Florida
$215K – – –
GC
336
Garde Capital
Washington
$214K – – –
CCMG
337
Clark Capital Management Group
Pennsylvania
$209K – – –
Vanguard Group
338
Vanguard Group
Pennsylvania
$209K -$23.6K -296 -10%
EWM
339
Empirical Wealth Management
Washington
$209K +$210K +2,633 New
SMC
340
Smith, Moore & Co
Missouri
$209K -$99.5K -1,247 -32%
NS
341
NBC Securities
Alabama
$208K +$209K +2,622 +87,400%
BFW
342
Brady Family Wealth
Missouri
$208K -$3.03K -38 -1%
CIA
343
Capital Investment Advisors
Georgia
$206K +$208K +2,601 New
PWP
344
Precedent Wealth Partners
Texas
$203K -$65.6K -822 -24%
VPP
345
Vertex Planning Partners
Illinois
$201K +$202K +2,530 New
DIA
346
Dana Investment Advisors
Wisconsin
$201K +$202K +2,527 New
EDRH
347
Edmond de Rothschild Holding
Switzerland
$197K – – –
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$172K +$75.7K +949 +78%
SWM
349
Spire Wealth Management
Virginia
$172K – – –
RBC
350
Roble Belko & Company
Pennsylvania
$159K – – –
12 13
14
15 16

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.