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WisdomTree US LargeCap Dividend Fund
DLN

418 hedge funds and large institutions have $3.15B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

3% more funds holding

Funds holding: 406 → 418 (+12)

1.16% more ownership

Funds ownership: 65.99% → 67.15% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

8% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 131

58% less capital invested

Capital invested by funds: $7.47B → $3.15B (-$4.31B)

Holders
418
Holders Change
+12
Holders Change %
+2.96%
% of All Funds
5.6%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
38
Increased
121
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
+$94M
2
LPL Financial
LPL Financial
California
+$39.5M
3
CA
Clearstead Advisors
Ohio
+$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
+$19.9M
5
WA
Win Advisors
Florida
+$9.02M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$53.7M
2
ACM
Advisors Capital Management
New Jersey
-$48M
3
Ameriprise
Ameriprise
Minnesota
-$27.4M
4
AP
Advisors Preferred
Maryland
-$8.43M
5
BHB
Bank Hapoalim BM
Israel
-$7.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
151
Renaissance Technologies
New York
$1.17M -$7.98K -100 -0.7%
DWT
152
Dorsey & Whitney Trust
South Dakota
$1.14M – – –
HNWAG
153
High Net Worth Advisory Group
Florida
$1.13M – – –
KAS
154
KPP Advisory Services
Kentucky
$1.12M -$1.68K -21 -0.1%
MSAM
155
Moloney Securities Asset Management
Missouri
$1.11M +$119K +1,492 +12%
PTP
156
Platform Technology Partners
New York
$1.08M – – –
Jones Financial Companies
157
Jones Financial Companies
Missouri
$1.07M +$863K +10,817 +391%
WIP
158
WealthCare Investment Partners
Rhode Island
$1.05M +$409K +5,127 +56%
William Blair & Company
159
William Blair & Company
Illinois
$1.04M – – –
BFG
160
Beacon Financial Group
Texas
$1.04M -$496K -6,222 -32%
VC
161
Vestor Capital
Illinois
$1.03M +$98.4K +1,233 +10%
OC
162
Oppenheimer & Co
New York
$1.02M -$13.5K -169 -1%
RB
163
Rodgers Brothers
Pennsylvania
$1.01M – – –
ACM
164
Advisors Capital Management
New Jersey
$1.01M -$48M -601,760 -98%
SA
165
Sovran Advisors
California
$941K +$1M +12,586 New
RWA
166
Redhawk Wealth Advisors
Minnesota
$940K +$945K +11,838 New
OA
167
Operose Advisors
Wisconsin
$929K – – –
MFG
168
Merit Financial Group
Georgia
$927K +$329K +4,127 +55%
TM
169
TigerOak Management
New Mexico
$926K -$3.59K -45 -0.4%
HWMT
170
Heritage Wealth Management (Texas)
Texas
$890K +$225K +2,817 +34%
WS
171
Wedbush Securities
California
$880K – – –
NA
172
NewEdge Advisors
Louisiana
$873K +$41.9K +525 +5%
CCA
173
Cora Capital Advisors
New Jersey
$849K – – –
HP
174
Hilltop Partners
Indiana
$848K – – –
TFS
175
Thoroughbred Financial Services
Tennessee
$839K +$80 +1 +0%
5 6
7
8 9

DLN Hedge Fund Activity: Q1 2025 in Review

418 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2025, worth a combined $3.15B — down 58% from $7.47B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DLN positions and 18 closed out — a net gain of 20 holders — while 121 added to existing stakes and 131 trimmed.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $94M. The largest seller was Bank of America, cutting an estimated $53.7M.

  • 418 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2025, up from 406 in Q4 2024.
  • Funds reported $3.15B of WisdomTree US LargeCap Dividend Fund stock for Q1 2025, down 58% quarter-over-quarter.
  • 38 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2025 and 18 closed out, a net change of +20 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2025 was Trilogy Capital, an estimated $94M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2025 was Bank of America, an estimated $53.7M sold.

Based on aggregated 13F filings for Q1 2025.