LCM
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LVM Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

LVM Capital 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 		$277K Hold
2,874
– – 0.02% 139
2026
Q1 		$257K Buy
+2,874
New +$261K 0.02% 138

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

LVM Capital Management's DLN Position: Q2 2026 in Review

LVM Capital Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,874 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #139.

LVM Capital Management first reported a position in DLN in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • LVM Capital Management held 2,874 shares of WisdomTree US LargeCap Dividend Fund worth $277K as of Q2 2026.
  • LVM Capital Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #139 holding.
  • LVM Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.