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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
VPP
351
Vertex Planning Partners
Illinois
$221K +$254 +3 +0.1%
Vanguard Group
352
Vanguard Group
Pennsylvania
$218K -$11.1K -131 -5%
Fiera Capital (Canada)
353
Fiera Capital (Canada)
Quebec, Canada
$217K – – –
EDRH
354
Edmond de Rothschild Holding
Switzerland
$216K – – –
KBFS
355
Kohmann Bosshard Financial Services
Ohio
$212K – – –
PWA
356
PCG Wealth Advisors
Kansas
$212K -$931 -11 -0.4%
NS
357
NBC Securities
Alabama
$211K – – –
MC
358
Moors & Cabot
Massachusetts
$210K -$93K -1,099 -31%
APA
359
Astoria Portfolio Advisors
New York
$209K – – –
DC
360
Davenport & Co
Virginia
$207K +$201K +2,373 New
ONB
361
Old National Bancorp
Indiana
$206K +$200K +2,366 New
SLT
362
St Louis Trust
Missouri
$205K +$200K +2,360 New
DIA
363
Dana Investment Advisors
Wisconsin
$204K -$15.9K -188 -7%
IFG
364
Independent Financial Group
California
$200K +$194K +2,298 New
SWM
365
Spire Wealth Management
Virginia
$189K – – –
RBC
366
Roble Belko & Company
Pennsylvania
$174K – – –
FMTCOCP
367
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$171K – – –
Qube Research & Technologies (QRT)
368
Qube Research & Technologies (QRT)
United Kingdom
$170K +$44.2K +522 +36%
Bank of Montreal
369
Bank of Montreal
Ontario, Canada
$157K +$169 +2 +0.1%
Franklin Resources
370
Franklin Resources
California
$147K – – –
HR
371
Howe & Rusling
New York
$141K – – –
IA
372
IFP Advisors
Florida
$135K – – –
GI
373
GAMMA Investing
California
$134K +$50.8K +600 +64%
OP
374
ORG Partners
Indiana
$131K – – –
JEST
375
JTC Employer Solutions Trustee
Jersey
$127K – – –
13 14
15
16 17

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.