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 %
DWT
151
Dorsey & Whitney Trust
South Dakota
$1.14M – – –
HNWAG
152
High Net Worth Advisory Group
Florida
$1.13M – – –
KAS
153
KPP Advisory Services
Kentucky
$1.12M -$1.67K -21 -0.1%
MSAM
154
Moloney Securities Asset Management
Missouri
$1.11M +$118K +1,492 +12%
PTP
155
Platform Technology Partners
New York
$1.08M – – –
Jones Financial Companies
156
Jones Financial Companies
Missouri
$1.07M +$850K +10,817 +391%
WIP
157
WealthCare Investment Partners
Rhode Island
$1.05M +$376K +5,127 +56%
William Blair & Company
158
William Blair & Company
Illinois
$1.04M – – –
BFG
159
Beacon Financial Group
Texas
$1.04M -$494K -6,222 -32%
VC
160
Vestor Capital
Illinois
$1.03M +$97.9K +1,233 +10%
OC
161
Oppenheimer & Co
New York
$1.02M -$13.4K -169 -1%
RB
162
Rodgers Brothers
Pennsylvania
$1.01M – – –
ACM
163
Advisors Capital Management
New Jersey
$1.01M -$47.8M -601,760 -98%
SA
164
Sovran Advisors
California
$941K +$941K +12,586 New
RWA
165
Redhawk Wealth Advisors
Minnesota
$940K +$940K +11,838 New
OA
166
Operose Advisors
Wisconsin
$929K – – –
MFG
167
Merit Financial Group
Georgia
$927K +$328K +4,127 +55%
TM
168
TigerOak Management
New Mexico
$926K -$3.57K -45 -0.4%
HWMT
169
Heritage Wealth Management (Texas)
Texas
$890K +$224K +2,817 +34%
WS
170
Wedbush Securities
California
$880K – – –
NA
171
NewEdge Advisors
Louisiana
$873K +$41.7K +525 +5%
CCA
172
Cora Capital Advisors
New Jersey
$849K – – –
HP
173
Hilltop Partners
Indiana
$848K – – –
TFS
174
Thoroughbred Financial Services
Tennessee
$839K +$79 +1 +0%
DAS
175
Dynamic Advisor Solutions
Arizona
$807K +$807K +10,172 New
5 6
7
8 9