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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.7%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
34
Increased
153
Reduced
122
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$19.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.5M
3
WWM
Waterway Wealth Management
Texas
+$11.2M
4
Bank of America
Bank of America
North Carolina
+$9.47M
5
CL
CLG LLC
California
+$8.34M

Top Sellers

Rank Fund Capital Flow
1
FI
FIDELIS iM
Oregon
-$14.5M
2
Morgan Stanley
Morgan Stanley
New York
-$7.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.41M
4
Ameriprise
Ameriprise
Minnesota
-$4.38M
5
CWMK
Caliber Wealth Management (Kansas)
Kansas
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
PFG Advisors
Arizona
$2.64M +$383K +4,521 +17%
FCMA
102
Foresight Capital Management Advisors
Michigan
$2.64M -$82K -969 -3%
MML Investors Services
103
MML Investors Services
Massachusetts
$2.6M -$783K -9,254 -24%
RFA
104
Rollins Financial Advisors
New York
$2.54M -$39.9K -471 -2%
AFP
105
Ausdal Financial Partners
Iowa
$2.5M +$12.9K +153 +0.5%
Citigroup
106
Citigroup
New York
$2.5M +$410K +4,848 +20%
AP
107
Advisors Preferred
Maryland
$2.39M +$2.33M +27,496 New
Mariner
108
Mariner
Kansas
$2.34M +$344K +4,066 +18%
SF
109
Synovus Financial
Georgia
$2.25M +$1.56M +18,484 +251%
CWA
110
Centennial Wealth Advisory
Michigan
$2.24M +$734K +8,672 +51%
P
111
&Partners
Tennessee
$2.23M -$212K -2,505 -9%
CPIG
112
Chicago Partners Investment Group
Illinois
$2.21M -$592 -7 -0%
KWA
113
Kondo Wealth Advisors
California
$2.21M -$2.12K -25 -0.1%
RW
114
Rockport Wealth
Ohio
$2.2M -$237K -2,804 -10%
ATPW
115
Ashton Thomas Private Wealth
Arizona
$2.13M +$44.3K +524 +2%
ACM
116
Advisors Capital Management
New Jersey
$2.1M +$2.04M +24,096 New
Jane Street
117
Jane Street
New York
$2.09M +$2.03M +24,010 New
CA
118
CoreCap Advisors
Michigan
$2M +$335K +3,959 +21%
AI
119
Atria Investments
North Carolina
$1.96M +$67.7K +800 +4%
UPS
120
UHLMANN PRICE SECURITIES
Illinois
$1.94M +$915K +10,807 +94%
CANC
121
Culbertson A N & Co
Virginia
$1.94M -$1.69K -20 -0.1%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$1.93M +$467K +5,518 +33%
TFG
123
Team Financial Group
California
$1.9M +$8.21K +97 +0.4%
FFA
124
Founders Financial Alliance
North Carolina
$1.78M -$114K -1,345 -6%
BFG
125
Berger Financial Group
Minnesota
$1.74M -$1.24M -14,655 -42%
3 4
5
6 7

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.