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WisdomTree LargeCap Dividend Fund shares owned by Lvm Capital Management

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Lvm Capital Management from 13F filings

Historical chart of Lvm Capital Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Lvm Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Lvm Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $257k 2.9k 89.42

More positions owned by Lvm Capital Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Exxon Mobil Corporation (XOM)
Alphabet Inc Class A cs (GOOGL)
Abbvie (ABBV)
Johnson & Johnson (JNJ)
Morgan Stanley (MS)
Cisco Systems (CSCO)
Northrop Grumman Corporation (NOC)
iShares Gold Trust (IAU)
Procter & Gamble Company (PG)
wisdomtreetrusdivd.. (DGRW)
American Express Company (AXP)

View all positions for Lvm Capital Management

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
Great Valley Advisor Group
UBS Group
Bank of America Corporation
Trilogy Capital
Evercore Wealth Management
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund