Redmont Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Redmont Wealth Advisors’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
2025 Q4	$569K	Hold	6,461	–	–	0.86%	29
2025 Q3	$562K	Hold	6,461	–	–	0.78%	38
2025 Q2	$531K	Hold	6,461	–	–	0.78%	38
2025 Q1	$513K	Hold	6,461	–	–	1%	19
2024 Q4	$503K	Hold	6,461	–	–	0.87%	33
2024 Q3	$508K	Hold	6,461	–	–	0.79%	39
2024 Q2	$470K	Hold	6,461	–	–	0.74%	42
2024 Q1	$466K	Hold	6,461	–	–	0.65%	43
2023 Q4	$429K	Hold	6,461	–	–	0.62%	48
2023 Q3	$397K	Hold	6,461	–	–	0.7%	48
2023 Q2	$411K	Buy	6,461 +808	+14%	+$50.1K	0.71%	48
2023 Q1	$350K	Sell	5,653 -3,347	-37%	-$208K	0.71%	47
2022 Q4	$558K	Hold	9,000	–	–	0.65%	39
2022 Q3	$497K	Hold	9,000	–	–	0.65%	36
2022 Q2	$532K	Hold	9,000	–	–	0.64%	36
2022 Q1	$591K	Hold	9,000	–	–	0.63%	40
2021 Q4	$594K	Buy	+9,000	New	+$569K	0.64%	39

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Redmont Wealth Advisors's DLN Position: Q4 2025 in Review

Redmont Wealth Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q4 2025 at 6,461 shares worth $569K. The position accounts for 0.86% of the portfolio, ranked #29.

Redmont Wealth Advisors first reported a position in DLN in Q4 2021 and has held it in 17 quarters since. The position peaked at $594K in Q4 2021. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

Redmont Wealth Advisors held 6,461 shares of WisdomTree US LargeCap Dividend Fund worth $569K as of Q4 2025.
Redmont Wealth Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q4 2025.
WisdomTree US LargeCap Dividend Fund made up 0.86% of Redmont Wealth Advisors's portfolio in Q4 2025, its #29 holding.
Redmont Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 17 quarters since.
Redmont Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $594K in Q4 2021.
459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.