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Seamount Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Seamount Financial Group’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,000
Closed -$311K – 99
2024
Q4 		$311K Hold
4,000
– – 0.21% 82
2024
Q3 		$314K Buy
+4,000
New +$314K 0.24% 81