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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$19.1M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$11.5M |
| 3 |
WWM
Waterway Wealth Management
The Woodlands,
Texas
|
+$11.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.47M |
| 5 |
CL
CLG LLC
Long Beach,
California
|
+$8.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FIDELIS iM
Medford,
Oregon
|
-$14.5M |
| 2 |
Morgan Stanley
New York
|
-$7.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.41M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.38M |
| 5 |
CWMK
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
-$3.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$140K | -1,700 | Closed |
|
|
RIM
452
Ryan Investment Management
Basalt,
Colorado
| – | -$66.9K | -814 | Closed |
|
|
T
453
Transce3nd
Kyle,
Texas
| – | -$64.5K | -785 | Closed |
|
|
RI
454
Ridgewood Investments
Springfield,
New Jersey
| – | -$36.1K | -440 | Closed |
|
|
VNA
455
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$33K | -410 | Closed |
|
|
FDW
456
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| – | -$13.1K | -160 | Closed |
|
|
LFA
457
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| – | -$8.54K | -104 | Closed |
|
|
CNBT
458
Cornerstone National Bank & Trust
Palatine,
Illinois
| – | -$8.21K | -100 | Closed |
|
|
AAP
459
Arax Advisory Partners
Denver,
Colorado
| – | -$2.22K | -27 | Closed |
|
|
RCM
460
Raleigh Capital Management
Cary,
North Carolina
| – | -$76 | -1 | Closed |
|
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.