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 %
PTP
151
Platform Technology Partners
New York
$1.12M 13,597 – –
TRCT
152
Tower Research Capital (TRC)
New York
$1.1M 13,385 +13,385 New
William Blair & Company
153
William Blair & Company
Illinois
$1.08M 13,156 – –
BFG
154
Beacon Financial Group
Texas
$1.07M 13,075 – –
RB
155
Rodgers Brothers
Pennsylvania
$1.05M 12,733 – –
HH
156
Hilltop Holdings
Texas
$1.04M 12,695 +12,695 New
VT
157
Vise Technologies
New York
$1.04M 12,692 +12,692 New
CL
158
Choreo LLC
Illinois
$1.04M 12,623 -8,407 -40%
NA
159
NewEdge Advisors
Louisiana
$1.03M 12,558 +1,562 +14%
MFIM
160
Mesirow Financial Investment Management
Illinois
$970K 11,811 -11,811 -50%
MFG
161
Merit Financial Group
Georgia
$967K 11,770 +95 +0.8%
OA
162
Operose Advisors
Wisconsin
$961K 11,700 – –
TM
163
TigerOak Management
New Mexico
$959K 11,673 – –
WS
164
Wedbush Securities
California
$954K 11,617 +525 +5%
Brown Advisory
165
Brown Advisory
Maryland
$954K 11,613 +4,999 +76%
UPS
166
UHLMANN PRICE SECURITIES
Illinois
$945K 11,503 -9,900 -46%
HP
167
Hilltop Partners
Indiana
$878K 10,686 – –
OC
168
Oppenheimer & Co
New York
$861K 10,480 -2,330 -18%
DAS
169
Dynamic Advisor Solutions
Arizona
$834K 10,150 -22 -0.2%
WDL
170
Well Done LLC
Michigan
$831K 10,114 – –
Citadel Advisors
171
Citadel Advisors
Florida
$826K 10,057 +10,057 New
NFSG
172
Newbridge Financial Services Group
Florida
$824K 10,032 +151 +2%
NCM
173
Noesis Capital Mangement
Florida
$821K 10,000 – –
SWP
174
ShoreHaven Wealth Partners
New Jersey
$812K 9,880 -122 -1%
MA
175
MONECO Advisors
Connecticut
$798K 9,710 +109 +1%
5 6
7
8 9