WisdomTree US LargeCap Dividend Fund
434 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 36 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 21 closing their positions.
71% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 21
52% more capital inflows, than outflows
Capital inflows: $148M | Capital outflows: $97.5M
16% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 120
3% more funds holding
Funds holding: 421 → 434 (+13)
0.87% less ownership
Funds ownership: 67.07% → 66.19% (-0.87%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$52.9M |
| 2 |
Great Valley Advisor Group
Wilmington,
Delaware
|
+$10.9M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.28M |
| 4 |
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$4.9M |
| 5 |
Waterway Wealth Management
The Woodlands,
Texas
|
+$4.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18M |
| 2 |
LPL Financial
San Diego,
California
|
-$16.4M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$8.97M |
| 4 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$8.96M |
| 5 |
Bank of New York Mellon
New York
|
-$3.53M |
DLN Hedge Fund Activity: Q2 2025 in Review
434 of the 7,625 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 5.2% from $3.15B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DLN positions and 21 closed out — a net gain of 15 holders — while 139 added to existing stakes and 120 trimmed.
The largest buyer was Ameriprise, adding an estimated $52.9M. The largest seller was Commonwealth Equity Services, cutting an estimated $18M.
- 434 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2025, up from 421 in Q1 2025.
- Funds reported $3.31B of WisdomTree US LargeCap Dividend Fund stock for Q2 2025, up 5.2% quarter-over-quarter.
- 36 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2025 and 21 closed out, a net change of +15 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.