WisdomTree US LargeCap Dividend Fund
432 hedge funds and large institutions have $3.31B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 121 reducing their positions, and 21 closing their positions.
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
13% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 121
5% more capital invested
Capital invested by funds: $3.15B → $3.31B (+$160M)
3% more funds holding
Funds holding: 418 → 432 (+14)
1.02% less ownership
Funds ownership: 67.15% → 66.14% (-1%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$52.9M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$10.9M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.28M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$4.9M |
| 5 |
WWM
Waterway Wealth Management
The Woodlands,
Texas
|
+$4.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18M |
| 2 |
LPL Financial
San Diego,
California
|
-$16.4M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$8.97M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$8.96M |
| 5 |
Bank of New York Mellon
New York
|
-$3.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
451
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$16.8K | -212 | Closed |
|
|
RMP
452
Richards, Merrill & Peterson
Spokane,
Washington
| – | -$10.2K | -128 | Closed |
|
|
GJIA
453
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$9.34K | -120 | Closed |
|
454
Simplex Trading
Chicago,
Illinois
| – | +$78 | +1 | New |
|
DLN Hedge Fund Activity: Q2 2025 in Review
432 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2025, worth a combined $3.31B — up 5.1% from $3.15B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DLN positions and 21 closed out — a net gain of 16 holders — while 137 added to existing stakes and 121 trimmed.
The largest buyer was Ameriprise, adding an estimated $52.9M. The largest seller was Commonwealth Equity Services, cutting an estimated $18M.
- 432 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2025, up from 418 in Q1 2025.
- Funds reported $3.31B of WisdomTree US LargeCap Dividend Fund stock for Q2 2025, up 5.1% quarter-over-quarter.
- 37 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2025 and 21 closed out, a net change of +16 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2025 was Ameriprise, an estimated $52.9M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2025 was Commonwealth Equity Services, an estimated $18M sold.
Based on aggregated 13F filings for Q2 2025.