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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 479 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.
  • 479 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.