WisdomTree US LargeCap Dividend Fund
459 hedge funds and large institutions have $3.72B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 21 closing their positions.
143% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 21
38% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 114
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
5% more funds holding
Funds holding: 436 → 459 (+23)
4% more capital invested
Capital invested by funds: $3.58B → $3.72B (+$135M)
0.6% more ownership
Funds ownership: 66.31% → 66.91% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$20.4M |
| 2 |
FI
FIDELIS iM
Medford,
Oregon
|
+$17.6M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$10.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.71M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$8.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.3M |
| 2 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$6.87M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.63M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.22M |
| 5 |
CWMK
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
-$4.03M |
DLN Hedge Fund Activity: Q4 2025 in Review
459 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2025, worth a combined $3.72B — up 3.8% from $3.58B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new DLN positions and 21 closed out — a net gain of 30 holders — while 157 added to existing stakes and 114 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $20.4M. The largest seller was Ameriprise, cutting an estimated $24.3M.
- 459 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2025, up from 436 in Q3 2025.
- Funds reported $3.72B of WisdomTree US LargeCap Dividend Fund stock for Q4 2025, up 3.8% quarter-over-quarter.
- 51 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2025 and 21 closed out, a net change of +30 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2025 was Corient Private Wealth, an estimated $20.4M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2025 was Ameriprise, an estimated $24.3M sold.
Based on aggregated 13F filings for Q4 2025.