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 %
GIA
76
Gladstone Institutional Advisory
Florida
$4.47M 54,431 +3,246 +6%
KWA
77
Kingswood Wealth Advisors
California
$4.42M 53,763 +149 +0.3%
CCA
78
Clearwater Capital Advisors
Illinois
$4.41M 53,709 -1,188 -2%
BBHC
79
Brown Brothers Harriman & Co
New York
$4.23M 51,440 – –
IA
80
IFG Advisory
Georgia
$4.19M 51,018 +2,956 +6%
Cerity Partners
81
Cerity Partners
New York
$3.87M 47,079 +9,206 +24%
LW
82
Linscomb Wealth
Texas
$3.86M 46,995 -209 -0.4%
NFG
83
Nadler Financial Group
Illinois
$3.81M 46,420 -1,940 -4%
CAM
84
Cresset Asset Management
Illinois
$3.76M 45,802 +138 +0.3%
TLFA
85
True Link Financial Advisors
California
$3.75M 45,623 – –
AssetMark Inc
86
AssetMark Inc
California
$3.74M 45,497 -885 -2%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$3.66M 44,545 -7,965 -15%
MCM
88
MidAtlantic Capital Management
Virginia
$3.55M 43,271 +4,534 +12%
ACG
89
Allen Capital Group
Nebraska
$3.23M 39,288 -484 -1%
MML Investors Services
90
MML Investors Services
Massachusetts
$3.21M 39,096 -2,070 -5%
MFP
91
Meridian Financial Partners
Virginia
$3.07M 37,314 – –
WANY
92
Wealthspire Advisors (New York)
New York
$2.93M 35,713 -4,982 -12%
BFG
93
Berger Financial Group
Minnesota
$2.84M 34,627 +106 +0.3%
AC
94
Avant Capital
Louisiana
$2.8M 34,096 +2,047 +6%
MWM
95
Mission Wealth Management
California
$2.77M 33,686 -264 -0.8%
AAS
96
Avantax Advisory Services
Texas
$2.74M 33,339 +1,621 +5%
EWA
97
Etesian Wealth Advisors
Oregon
$2.66M 32,367 +12,545 +63%
MG
98
Mather Group
Illinois
$2.63M 32,075 -208 -0.6%
CFS
99
CRA Financial Services
New Jersey
$2.62M 31,925 +21 +0.1%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$2.61M 31,783 +2,058 +7%
2 3
4
5 6