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WisdomTree US LargeCap Dividend Fund

434 hedge funds and large institutions have $3.58B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

25% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 122

8% more capital invested

Capital invested by funds: $3.31B → $3.58B (+$266M)

0% more funds holding

Funds holding: 432434 (+2)

0.16% more ownership

Funds ownership: 66.14%66.3% (+0.16%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.7%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
34
Increased
153
Reduced
122
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$339M +$1.12M +13,290 +0.3%
LPL Financial
2
LPL Financial
California
$302M +$19.1M +226,126 +7%
Morgan Stanley
3
Morgan Stanley
New York
$249M -$7.5M -88,600 -3%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$214M +$4.32M +51,051 +2%
Ameriprise
5
Ameriprise
Minnesota
$179M -$4.38M -51,764 -2%
Creative Planning
6
Creative Planning
Kansas
$122M -$652K -7,709 -0.5%
UBS Group
7
UBS Group
Switzerland
$118M +$4.89M +57,837 +4%
GVAG
8
Great Valley Advisor Group
Delaware
$104M +$1.71M +20,188 +2%
Bank of America
9
Bank of America
North Carolina
$101M +$9.47M +111,917 +11%
TC
10
Trilogy Capital
California
$97.3M -$3.29M -38,925 -3%
CA
11
Clearstead Advisors
Ohio
$91.8M +$384K +4,533 +0.4%
EWM
12
Evercore Wealth Management
New York
$91.4M -$1.86M -21,956 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$74.7M +$11.5M +135,352 +19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$62.3M +$5.39M +63,736 +10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$61.1M +$5.63M +66,478 +10%
Wells Fargo
16
Wells Fargo
California
$59.6M +$27.6K +326 +0%
WWM
17
Waterway Wealth Management
Texas
$56.6M +$11.2M +131,891 +22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$53.6M -$1.49M -17,646 -3%
Raymond James Financial
19
Raymond James Financial
Florida
$50.5M +$149K +1,766 +0.3%
Osaic Holdings
20
Osaic Holdings
Arizona
$49.1M +$6.1M +72,051 +15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$44.7M -$4.41M -52,055 -9%
IWP
22
IAG Wealth Partners
Wisconsin
$34.3M -$360K -4,252 -1%
CL
23
CLG LLC
California
$32.9M +$8.34M +98,585 +35%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$32.7M -$1.03M -12,192 -3%
SWP
25
Stratos Wealth Partners
Ohio
$31.9M +$1.23M +14,503 +4%

DLN Hedge Fund Activity: Q3 2025 in Review

434 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2025, worth a combined $3.58B — up 8% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DLN positions and 25 closed out — a net gain of 9 holders — while 153 added to existing stakes and 122 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.1M. The largest seller was FIDELIS iM, cutting an estimated $14.5M.

  • 434 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2025, up from 432 in Q2 2025.
  • Funds reported $3.58B of WisdomTree US LargeCap Dividend Fund stock for Q3 2025, up 8% quarter-over-quarter.
  • 34 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2025 and 25 closed out, a net change of +9 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2025 was LPL Financial, an estimated $19.1M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2025 was FIDELIS iM, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2025.