DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

425 hedge funds and large institutions have $3.29B 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, 119 reducing their positions, and 21 closing their positions.

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
5.71%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
37
Increased
137
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$173M
2
GVAG
2
Great Valley Advisor Group
Delaware
$96.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$59.4M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.13M
5
WWM
5
Waterway Wealth Management
Texas
$49.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52M
2
LPL Financial
2
LPL Financial
California
$267M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$759K
4
WA
4
Win Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$666K
Name Market Value Shares Shares
Change 		Shares
Change %
LKWM
26
Lee-Kelleher Wealth Management
Maryland
$27M 328,329 +10,014 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$26.8M 326,362 +6,911 +2%
FF
28
Fox Financial
Pennsylvania
$25.9M 314,980 +1,731 +0.6%
Goldman Sachs
29
Goldman Sachs
New York
$25.8M 313,974 -2,133 -0.7%
CL
30
CLG LLC
California
$23M 279,875 +33,819 +14%
FW
31
Fairway Wealth
Ohio
$21.5M 261,991 +2,958 +1%
PAG
32
Private Advisor Group
New Jersey
$20.9M 254,421 +3,514 +1%
MCM
33
MAI Capital Management
Ohio
$20.6M 251,283 +6,147 +3%
FI
34
FIDELIS iM
Oregon
$19.5M 237,434 +1,255 +0.5%
BA
35
Bristlecone Advisors
Washington
$18.4M 223,864 +4,400 +2%
RWP
36
Revolve Wealth Partners
New Jersey
$17.5M 213,427 -6,171 -3%
DADC
37
D.A. Davidson & Co
Montana
$15.9M 193,957 +13,094 +7%
SPIA
38
Steward Partners Investment Advisory
New York
$15.7M 191,467 -404 -0.2%
FYW
39
Future You Wealth
New York
$15.7M 190,803 +9,284 +5%
KAS
40
Kestra Advisory Services
Texas
$15.3M 186,196 +22,190 +14%
MSFS
41
Main Street Financial Solutions
Pennsylvania
$14.4M 175,498 -5,679 -3%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$13.8M 167,724 +8,831 +6%
HighTower Advisors
43
HighTower Advisors
Illinois
$13.7M 166,299 +9,015 +6%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$13.5M 164,580 -15,250 -8%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$11.2M 133,991 -2,919 -2%
CWMK
46
Caliber Wealth Management (Kansas)
Kansas
$10.4M 126,740 -7,557 -6%
FAT
47
First American Trust
California
$10.4M 126,368 +1,996 +2%
SFWC
48
Strategic Family Wealth Counselors
New Jersey
$9.16M 111,545 +3,187 +3%
UAG
49
United Advisor Group
Ohio
$8.92M 108,544 -404 -0.4%
CI
50
CX Institutional
Indiana
$8.64M 105,127 +2,426 +2%
1
2
3 4 5