Wedmont Private Capital’s DT Midstream DTM Stock Holding History

Wedmont Private Capital’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$377K	Sell	2,598 -837	-24%	-$118K	0.01%	659
2026 Q1	$462K	Buy	3,435 +75	+2%	+$9.78K	0.01%	521
2025 Q4	$400K	Sell	3,360 -125	-4%	-$14.4K	0.01%	551
2025 Q3	$397K	Sell	3,485 -80	-2%	-$8.36K	0.01%	538
2025 Q2	$364K	Buy	3,565 +247	+7%	+$25K	0.02%	515
2025 Q1	$308K	Buy	3,318 +175	+6%	+$17.5K	0.02%	512
2024 Q4	$325K	Sell	3,143 -212	-6%	-$20.2K	0.02%	514
2024 Q3	$281K	Buy	+3,355	New	+$250K	0.02%	529

Other funds holding DTM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return