We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
5.69%
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
121
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$52.9M
2
GVAG
Great Valley Advisor Group
Delaware
+$10.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.28M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$4.9M
5
WWM
Waterway Wealth Management
Texas
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18M
2
LPL Financial
LPL Financial
California
-$16.4M
3
WA
Win Advisors
Florida
-$8.97M
4
AIP
Almanack Investment Partners
Pennsylvania
-$8.96M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
LKWM
26
Lee-Kelleher Wealth Management
Maryland
$27M +$782K +10,014 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$26.8M +$540K +6,911 +2%
FF
28
Fox Financial
Pennsylvania
$25.9M +$135K +1,731 +0.6%
Goldman Sachs
29
Goldman Sachs
New York
$25.8M -$167K -2,133 -0.7%
CL
30
CLG LLC
California
$23M +$2.64M +33,819 +14%
FW
31
Fairway Wealth
Ohio
$21.5M +$231K +2,958 +1%
PAG
32
Private Advisor Group
New Jersey
$20.9M +$274K +3,514 +1%
MCM
33
MAI Capital Management
Ohio
$20.6M +$480K +6,147 +3%
FI
34
FIDELIS iM
Oregon
$19.5M +$98K +1,255 +0.5%
BA
35
Bristlecone Advisors
Washington
$18.4M +$344K +4,400 +2%
RWP
36
Revolve Wealth Partners
New Jersey
$17.5M -$482K -6,171 -3%
DADC
37
D.A. Davidson & Co
Montana
$15.9M +$1.02M +13,094 +7%
SPIA
38
Steward Partners Investment Advisory
New York
$15.7M -$31.6K -404 -0.2%
FYW
39
Future You Wealth
New York
$15.7M +$725K +9,284 +5%
KAS
40
Kestra Advisory Services
Texas
$15.3M +$1.73M +22,190 +14%
MSFS
41
Main Street Financial Solutions
Pennsylvania
$14.4M -$444K -5,679 -3%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$13.8M +$690K +8,831 +6%
HighTower Advisors
43
HighTower Advisors
Illinois
$13.7M +$704K +9,015 +6%
JP Morgan Chase
44
JP Morgan Chase
New York
$13.5M -$1.19M -15,250 -8%
SA
45
Sanctuary Advisors
Indiana
$13.4M -$82.6K -1,057 -0.6%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$11.2M -$228K -2,919 -2%
CWMK
47
Caliber Wealth Management (Kansas)
Kansas
$10.4M -$590K -7,557 -6%
FAT
48
First American Trust
California
$10.4M +$156K +1,996 +2%
SFWC
49
Strategic Family Wealth Counselors
New Jersey
$9.16M +$249K +3,187 +3%
UAG
50
United Advisor Group
Ohio
$8.92M -$31.6K -404 -0.4%
1
2
3 4 5

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.