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 %
KeyBank National Association
101
KeyBank National Association
Ohio
$2.58M 31,353 – –
FCMA
102
Foresight Capital Management Advisors
Michigan
$2.57M 31,319 +6,585 +27%
CCM
103
Coldstream Capital Management
Washington
$2.56M 31,153 – –
AWS
104
Atria Wealth Solutions
New York
$2.53M 30,778 -2,077 -6%
Lido Advisors
105
Lido Advisors
California
$2.47M 30,119 -16,525 -35%
RFA
106
Rollins Financial Advisors
New York
$2.44M 29,700 -161 -0.5%
AFP
107
Ausdal Financial Partners
Iowa
$2.35M 28,554 -515 -2%
P
108
&Partners
Tennessee
$2.31M 28,151 +10,954 +64%
RW
109
Rockport Wealth
Ohio
$2.3M 28,061 -5,996 -18%
SNWA
110
Siligmueller & Norvid Wealth Advisors
Illinois
$2.21M 26,686 +26,686 New
AWA
111
Amplius Wealth Advisors
Pennsylvania
$2.14M 26,075 – –
PA
112
PFG Advisors
Arizona
$2.12M 25,866 +10,690 +70%
CPIG
113
Chicago Partners Investment Group
Illinois
$2.12M 25,193 -320 -1%
KWA
114
Kondo Wealth Advisors
California
$2.1M 25,372 -640 -2%
ATPW
115
Ashton Thomas Private Wealth
Arizona
$1.97M 23,976 +7,121 +42%
Citigroup
116
Citigroup
New York
$1.96M 23,837 -148 -0.6%
Mariner
117
Mariner
Kansas
$1.88M 22,863 +7,369 +48%
CANC
118
Culbertson A N & Co
Virginia
$1.83M 22,260 -600 -3%
FFA
119
Founders Financial Alliance
North Carolina
$1.79M 21,852 -207 -0.9%
AI
120
Atria Investments
North Carolina
$1.78M 21,715 +9 +0%
TFG
121
Team Financial Group
California
$1.78M 21,690 +113 +0.5%
RFA
122
Resurgent Financial Advisors
Georgia
$1.67M 20,336 -1,678 -8%
IWA
123
Inspirion Wealth Advisors
Illinois
$1.63M 19,886 +111 +0.6%
WPC
124
Wedmont Private Capital
Pennsylvania
$1.63M 19,616 -432 -2%
FWA
125
Flagship Wealth Advisors
Massachusetts
$1.6M 19,534 -11,000 -36%
3 4
5
6 7