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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
MSA
326
Marino Stram & Associates
Massachusetts
$268K – – –
ISFAN
327
Investor's Fiduciary Advisor Network
Washington
$267K – – –
GC
328
Guidance Capital
Kentucky
$266K -$37.1K -439 -13%
FC
329
Fusion Capital
South Carolina
$266K – – –
AFO
330
Arrowroot Family Office
California
$263K +$1.1K +13 +0.4%
PWM
331
PMG Wealth Management
Illinois
$260K – – –
ACP
332
Aviance Capital Partners
Florida
$259K +$252K +2,972 New
SIM
333
Studio Investment Management
Illinois
$257K +$29.7K +351 +13%
CAG
334
Csenge Advisory Group
Florida
$251K – – –
DFS
335
Dixon Fnancial Services
California
$250K +$1.19K +14 +0.5%
JWM
336
JGP Wealth Management
Oregon
$250K +$244K +2,882 New
AWA
337
Arkadios Wealth Advisors
Georgia
$249K +$1.19K +14 +0.5%
TIA
338
Tiemann Investment Advisors
California
$246K – – –
FFN
339
Focus Financial Network
Minnesota
$244K – – –
MFWP
340
Mosaic Family Wealth Partners
Missouri
$242K +$236K +2,785 New
KCIC
341
Kuhn & Co Investment Counsel
Illinois
$237K – – –
PIM
342
Pullen Investment Management
Florida
$237K – – –
NCMW
343
Northern Capital Management (Washington)
Washington
$236K – – –
GC
344
Garde Capital
Washington
$235K – – –
NWM
345
Nova Wealth Management
Florida
$232K +$5.16K +61 +2%
SMC
346
Smith, Moore & Co
Missouri
$229K – – –
BFW
347
Brady Family Wealth
Missouri
$228K – – –
UWM
348
USAdvisors Wealth Management
Minnesota
$227K -$10.5K -124 -5%
BPA
349
Beacon Pointe Advisors
California
$227K -$3.64K -43 -2%
PWM
350
Prosperity Wealth Management
California
$221K +$215K +2,543 New
12 13
14
15 16

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.