Wedmont Private Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wedmont Private Capital’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	$1.92M	Hold	19,616	–	–	0.05%	198
2026 Q1	$1.8M	Hold	19,616	–	–	0.06%	182
2025 Q4	$1.74M	Hold	19,616	–	–	0.06%	178
2025 Q3	$1.71M	Hold	19,616	–	–	0.06%	188
2025 Q2	$1.63M	Sell	19,616 -432	-2%	-$33.7K	0.07%	182
2025 Q1	$1.5M	Buy	20,048 +11,881	+145%	+$948K	0.08%	158
2024 Q4	$627K	Hold	8,167	–	–	0.03%	314
2024 Q3	$638K	Hold	8,167	–	–	0.04%	301
2024 Q2	$608K	Buy	8,167 +3,281	+67%	+$233K	0.04%	299
2024 Q1	$348K	Hold	4,886	–	–	0.03%	413
2023 Q4	$326K	Hold	4,886	–	–	0.03%	404
2023 Q3	$300K	Hold	4,886	–	–	0.03%	378
2023 Q2	$312K	Hold	4,886	–	–	0.03%	369
2023 Q1	$305K	Hold	4,886	–	–	0.04%	341
2022 Q4	$308K	Hold	4,886	–	–	0.05%	328
2022 Q3	$270K	Hold	4,886	–	–	0.05%	278
2022 Q2	$289K	Hold	4,886	–	–	0.06%	240
2022 Q1	$323K	Hold	4,886	–	–	0.07%	219
2021 Q4	$324K	Buy	+4,886	New	+$309K	0.1%	160

Other funds holding DLN

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return