GWS
DLN icon

Glassman Wealth Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-741
Closed -$49.2K – 649
2023
Q4 		$49.2K Hold
741
– – 0.01% 457
2023
Q3 		$45.6K Hold
741
– – 0.01% 447
2023
Q2 		$47.1K Buy
741
+183
+33% +$11.4K 0.01% 422
2023
Q1 		$34.5K Hold
558
– – 0.01% 494
2022
Q4 		$34.6K Hold
558
– – 0.01% 512
2022
Q3 		$31K Hold
558
– – 0.01% 498
2022
Q2 		$33K Hold
558
– – 0.01% 484
2022
Q1 		$37K Hold
558
– – 0.01% 476
2021
Q4 		$37K Buy
+558
New +$35.3K 0.01% 440

Other funds holding DLN

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $564B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return