JGP Wealth Management
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
Q3 		$280K Hold
2,882
– – 0.02% 200
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

Trilogy Capital
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Waterway Wealth Management
Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
FIDELIS iM
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

JGP Wealth Management's DLN Position: Q3 2026 in Review

JGP Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 2,882 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #200.

JGP Wealth Management first reported a position in DLN in Q3 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • JGP Wealth Management held 2,882 shares of WisdomTree US LargeCap Dividend Fund worth $280K as of Q3 2026.
  • JGP Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #200 holding.
  • JGP Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 5 quarters since.
  • 188 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.