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 Q3	$1.94M	Hold	19,616	–	–	0.05%	213
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

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Wedmont Private Capital's DLN Position: Q3 2026 in Review

Wedmont Private Capital held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 19,616 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #213.

Wedmont Private Capital first reported a position in DLN in Q4 2021 and has held it in 20 quarters since. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Wedmont Private Capital held 19,616 shares of WisdomTree US LargeCap Dividend Fund worth $1.94M as of Q3 2026.
Wedmont Private Capital left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #213 holding.
Wedmont Private Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 20 quarters since.
30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.