JWM
DLN icon

JGP Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

JGP Wealth Management’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$278K Hold
2,882
– – 0.02% 199
2026
Q1 		$257K Hold
2,882
– – 0.03% 195
2025
Q4 		$254K Hold
2,882
– – 0.03% 204
2025
Q3 		$250K Buy
+2,882
New +$244K 0.03% 185

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return

JGP Wealth Management's DLN Position: Q2 2026 in Review

JGP Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,882 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #199.

JGP Wealth Management first reported a position in DLN in Q3 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • JGP Wealth Management held 2,882 shares of WisdomTree US LargeCap Dividend Fund worth $278K as of Q2 2026.
  • JGP Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #199 holding.
  • JGP Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.