DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

415 hedge funds and large institutions have $3.14B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
37
Increased
119
Reduced
132
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$93.5M
2
LPL Financial
LPL Financial
California
+$39.3M
3
CA
Clearstead Advisors
Ohio
+$25M
4
Osaic Holdings
Osaic Holdings
Arizona
+$19.8M
5
WA
Win Advisors
Florida
+$8.97M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$53.4M
2
ACM
Advisors Capital Management
New Jersey
-$47.8M
3
Ameriprise
Ameriprise
Minnesota
-$27.2M
4
AP
Advisors Preferred
Maryland
-$8.38M
5
BHB
Bank Hapoalim BM
Israel
-$7.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
Etesian Wealth Advisors
Oregon
$1.57M +$376K +4,735 +31%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$1.57M -$299K -3,683 -16%
IWA
128
Inspirion Wealth Advisors
Illinois
$1.57M +$6.59K +83 +0.4%
PTC
129
Private Trust Company
Ohio
$1.55M -$140K -1,763 -8%
WSFS
130
Wilmington Savings Fund Society
Delaware
$1.51M -$129K -1,625 -8%
WPC
131
Wedmont Private Capital
Pennsylvania
$1.5M +$886K +11,881 +145%
WCM
132
WealthBridge Capital Management
Ohio
$1.48M -$14.3K -180 -1%
AWA
133
Alta Wealth Advisors
Massachusetts
$1.38M – – –
HWM
134
HB Wealth Management
Georgia
$1.38M -$57K -718 -4%
CFP
135
Cascade Financial Partners
California
$1.35M -$40.3K -508 -3%
CA
136
CoreCap Advisors
Michigan
$1.35M +$284K +3,577 +27%
P
137
&Partners
Tennessee
$1.35M +$156K +1,982 +13%
KIA
138
KCM Investment Advisors
California
$1.34M +$5.79K +73 +0.4%
ATPW
139
Ashton Thomas Private Wealth
Arizona
$1.34M +$4.05K +51 +0.3%
VFA
140
Valeo Financial Advisors
Indiana
$1.33M – – –
KFP
141
KMG Fiduciary Partners
Ohio
$1.32M +$17.8K +224 +1%
US Bancorp
142
US Bancorp
Minnesota
$1.3M -$7.22K -91 -0.6%
TP
143
Tranquility Partners
Tennessee
$1.29M +$52.8K +665 +4%
FZCM
144
Flynn Zito Capital Management
New York
$1.28M -$30.2K -381 -2%
SCA
145
St. Clair Advisors
Ohio
$1.25M -$9.92K -125 -0.8%
PA
146
Parallel Advisors
California
$1.23M – – –
Mariner
147
Mariner
Kansas
$1.23M -$19K -239 -2%
PA
148
PFG Advisors
Arizona
$1.2M +$823K +10,365 +215%
Northern Trust
149
Northern Trust
Illinois
$1.18M -$109K -1,374 -8%
Renaissance Technologies
150
Renaissance Technologies
New York
$1.17M -$7.94K -100 -0.7%
4 5
6
7 8