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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 Change in
Stake 		Trade Value 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 +$302K 0.24% 81

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Seamount Financial Group's DLN Position: Q1 2025 in Review

Seamount Financial Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2025, closing a stake of 4,000 shares — an estimated $311K sold.

Seamount Financial Group first reported a position in DLN in Q3 2024 and held it in 2 quarters. The position peaked at $314K in Q3 2024. 418 funds tracked by Wall St. Rank hold DLN as of Q1 2025.

  • Seamount Financial Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Seamount Financial Group sold 4,000 WisdomTree US LargeCap Dividend Fund shares in Q1 2025, an estimated $311K.
  • Seamount Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and held it in 2 quarters.
  • Seamount Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $314K in Q3 2024.
  • 418 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2025.

Based on Seamount Financial Group's 13F filing for Q1 2025, filed 30 Apr 2025.