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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
WPC
126
Wedmont Private Capital
Pennsylvania
$1.63M -$33.7K -432 -2%
FWA
127
Flagship Wealth Advisors
Massachusetts
$1.6M -$859K -11,000 -36%
WSFS
128
Wilmington Savings Fund Society
Delaware
$1.56M – – –
CA
129
CoreCap Advisors
Michigan
$1.56M +$152K +1,950 +11%
KFP
130
KMG Fiduciary Partners
Ohio
$1.53M +$157K +2,010 +12%
WCM
131
WealthBridge Capital Management
Ohio
$1.53M -$2.34K -30 -0.2%
AWA
132
Alta Wealth Advisors
Massachusetts
$1.43M – – –
CFP
133
Cascade Financial Partners
California
$1.43M +$23.4K +300 +2%
HWM
134
HB Wealth Management
Georgia
$1.43M – – –
KIA
135
KCM Investment Advisors
California
$1.4M +$7.42K +95 +0.6%
CWA
136
Centennial Wealth Advisory
Michigan
$1.4M +$691K +8,841 +108%
VFA
137
Valeo Financial Advisors
Indiana
$1.37M – – –
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$1.37M -$2.72M -34,819 -68%
TP
139
Tranquility Partners
Tennessee
$1.35M +$11.8K +151 +0.9%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$1.35M +$225K +2,886 +21%
US Bancorp
141
US Bancorp
Minnesota
$1.34M -$859 -11 -0.1%
FZCM
142
Flynn Zito Capital Management
New York
$1.33M +$6.72K +86 +0.5%
WIP
143
WealthCare Investment Partners
Rhode Island
$1.33M +$128K +1,634 +11%
JWCA
144
J.W. Cole Advisors
Florida
$1.32M +$915K +11,718 +269%
MSAM
145
Moloney Securities Asset Management
Missouri
$1.32M +$162K +2,073 +15%
SCA
146
St. Clair Advisors
Ohio
$1.29M – – –
KAS
147
KPP Advisory Services
Kentucky
$1.27M +$98.1K +1,256 +9%
PA
148
Parallel Advisors
California
$1.26M -$13.9K -178 -1%
PTC
149
Private Trust Company
Ohio
$1.26M -$335K -4,286 -22%
Northern Trust
150
Northern Trust
Illinois
$1.22M – – –
4 5
6
7 8

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.